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FinTrust Capital Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

FinTrust Capital 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
Q3 		$41.6K Sell
578
-73
-11% -$5.05K 0.01% 625
2024
Q2 		$43.9K Buy
651
+115
+21% +$7.77K 0.01% 571
2024
Q1 		$36.5K Buy
536
+46
+9% +$3.02K 0.01% 613
2023
Q4 		$31.3K Sell
490
-14
-3% -$828 0.01% 609
2023
Q3 		$28.8K Sell
504
-377
-43% -$22.5K 0.01% 580
2023
Q2 		$47.8K Hold
881
– – 0.01% 453
2023
Q1 		$47.8K Hold
881
– – 0.01% 451
2022
Q4 		$47.8K Hold
881
– – 0.01% 452
2022
Q3 		$42K Buy
+881
New +$45.9K 0.01% 542

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

FinTrust Capital Advisors's DMXF Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 11% in Q3 2024, selling an estimated $5.05K and leaving 578 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #625.

FinTrust Capital Advisors first reported a position in DMXF in Q3 2022 and has held it in 9 quarters since. The position peaked at $47.8K in Q2 2023. 207 funds tracked by Wall St. Rank hold DMXF as of Q3 2024.

  • FinTrust Capital Advisors held 578 shares of iShares ESG Advanced MSCI EAFE ETF worth $41.6K as of Q3 2024.
  • FinTrust Capital Advisors sold 73 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2024, an estimated $5.05K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #625 holding.
  • FinTrust Capital Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2022 and has held it in 9 quarters since.
  • FinTrust Capital Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $47.8K in Q2 2023.
  • 207 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.