Financial Gravity Asset Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-148	Closed	-$9.66K	–	1694
2024 Q1	$9.66K	Sell	148 -7,647	-98%	-$502K	﹤0.01%	731
2023 Q4	$2.2M	Buy	7,795 +100	+1%	+$5.92K	0.02%	211
2023 Q3	$2.19M	Buy	7,695 +7,156	+1,328%	+$428K	0.02%	202
2023 Q2	$33	Hold	539	–	–	﹤0.01%	1444
2023 Q1	$32	Buy	+539	New	+$31.3K	﹤0.01%	764

Other funds holding DMXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Financial Gravity Asset Management's DMXF Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2024, closing a stake of 148 shares — an estimated $9.66K sold.

Financial Gravity Asset Management first reported a position in DMXF in Q1 2023 and held it in 5 quarters. The position peaked at $2.2M in Q4 2023. 186 funds tracked by Wall St. Rank hold DMXF as of Q2 2024.

Financial Gravity Asset Management reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 148 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2024, an estimated $9.66K.
Financial Gravity Asset Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2023 and held it in 5 quarters.
Financial Gravity Asset Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $2.2M in Q4 2023.
186 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.