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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
-100
Closed -$6.39K – 1502
2024
Q1 		$6.39K Hold
100
– – ﹤0.01% 542
2023
Q4 		$6.39K Buy
+100
New +$5.92K ﹤0.01% 556

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
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $23.6B AUM 20.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 100 shares — an estimated $6.39K sold.

Financial Gravity Asset Management first reported a position in DMXF in Q4 2023 and held it in 2 quarters. The position peaked at $6.39K in Q1 2024. 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 100 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2024, an estimated $6.39K.
  • Financial Gravity Asset Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $6.39K in Q1 2024.
  • 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.