Financial Synergies Wealth Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Financial Synergies Wealth Advisors’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	-274	Closed	-$18.7K	–	166
2024 Q1	$18.7K	Buy	274 +68	+33%	+$4.46K	﹤0.01%	204
2023 Q4	$11.2K	Sell	206 -46	-18%	-$2.72K	﹤0.01%	179
2023 Q3	$14.4K	Buy	252 +21	+9%	+$1.25K	﹤0.01%	205
2023 Q2	$14.1K	Buy	231 +12	+5%	+$727	﹤0.01%	203
2023 Q1	$13.1K	Buy	219 +13	+6%	+$754	﹤0.01%	213
2022 Q4	$11.2K	Buy	206 +24	+13%	+$1.24K	﹤0.01%	179
2022 Q3	$8.5K	Buy	182 +20	+12%	+$1.04K	﹤0.01%	171
2022 Q2	$8.47K	Buy	+162	New	+$9.12K	﹤0.01%	178

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 Synergies Wealth Advisors's DMXF Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2024, closing a stake of 274 shares — an estimated $18.7K sold.

Financial Synergies Wealth Advisors first reported a position in DMXF in Q2 2022 and held it in 8 quarters. The position peaked at $18.7K in Q1 2024. 186 funds tracked by Wall St. Rank hold DMXF as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 274 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2024, an estimated $18.7K.
Financial Synergies Wealth Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $18.7K in Q1 2024.
186 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.