Envestnet Asset Management
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Envestnet Asset Management’s Xtrackers S&P MidCap 400 ESG ETF MIDE Stock Holding History

Envestnet Asset Management’s Portfolio MIDE Stock Details MIDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,449
Closed -$344K – 4251
2024
Q1 		$344K Buy
11,449
+1,162
+11% +$32.7K ﹤0.01% 3649
2023
Q4 		$287K Buy
10,287
+53
+0.5% +$1.35K ﹤0.01% 3650
2023
Q3 		$257K Sell
10,234
-216
-2% -$5.68K ﹤0.01% 3618
2023
Q2 		$274K Buy
10,450
+56
+0.5% +$1.39K ﹤0.01% 3532
2023
Q1 		$262K Sell
10,394
-735
-7% -$19.1K ﹤0.01% 3513
2022
Q4 		$273K Sell
11,129
-1,778
-14% -$43.6K ﹤0.01% 3484
2022
Q3 		$287K Buy
12,907
+358
+3% +$8.7K ﹤0.01% 3374
2022
Q2 		$283K Sell
12,549
-386
-3% -$9.56K ﹤0.01% 3390
2022
Q1 		$349K Buy
12,935
+2,124
+20% +$56.7K ﹤0.01% 3359
2021
Q4 		$305K Buy
10,811
+795
+8% +$22K ﹤0.01% 3404
2021
Q3 		$262K Buy
10,016
+2,129
+27% +$57.1K ﹤0.01% 3363
2021
Q2 		$211K Buy
+7,887
New +$212K ﹤0.01% 3466

Other funds holding MIDE

AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management's MIDE Position: Q2 2024 in Review

Envestnet Asset Management sold out of Xtrackers S&P MidCap 400 ESG ETF (MIDE) in Q2 2024, closing a stake of 11,449 shares — an estimated $344K sold.

Envestnet Asset Management first reported a position in MIDE in Q2 2021 and held it in 12 quarters. The position peaked at $349K in Q1 2022. 10 funds tracked by Wall St. Rank hold MIDE as of Q2 2024.

  • Envestnet Asset Management reported no remaining Xtrackers S&P MidCap 400 ESG ETF position as of Q2 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 11,449 Xtrackers S&P MidCap 400 ESG ETF shares in Q2 2024, an estimated $344K.
  • Envestnet Asset Management first reported a position in Xtrackers S&P MidCap 400 ESG ETF in Q2 2021 and held it in 12 quarters.
  • Envestnet Asset Management's Xtrackers S&P MidCap 400 ESG ETF position peaked at $349K in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Xtrackers S&P MidCap 400 ESG ETF as of Q2 2024.

Based on Envestnet Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.