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Financial Advocates Investment Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Financial Advocates Investment Management’s Portfolio DMXF Stock Details DMXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-35,508
Closed -$712K – 786
2022
Q3 		$712K Buy
+35,508
New +$1.85M 0.06% 325

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Financial Advocates Investment Management's DMXF Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q4 2022, closing a stake of 35,508 shares — an estimated $712K sold.

Financial Advocates Investment Management first reported a position in DMXF in Q3 2022 and held it in 1 quarter. The position peaked at $712K in Q3 2022. 142 funds tracked by Wall St. Rank hold DMXF as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 35,508 iShares ESG Advanced MSCI EAFE ETF shares in Q4 2022, an estimated $712K.
  • Financial Advocates Investment Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $712K in Q3 2022.
  • 142 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.