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Goodwin Investment Advisory’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Goodwin Investment Advisory’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
Q1 		– Sell
-3,404
Closed -$217K – 49
2023
Q4 		$217K Sell
3,404
-2,384
-41% -$141K 0.11% 33
2023
Q3 		$330K Sell
5,788
-1,205
-17% -$72K 0.2% 33
2023
Q2 		$426K Sell
6,993
-935
-12% -$56.6K 0.25% 29
2023
Q1 		$472K Sell
7,928
-985
-11% -$57.2K 0.31% 29
2022
Q4 		$484K Sell
8,913
-82
-0.9% -$4.24K 0.34% 26
2022
Q3 		$419K Buy
8,995
+886
+11% +$46.1K 0.32% 31
2022
Q2 		$423K Sell
8,109
-1,677
-17% -$94.4K 0.33% 28
2022
Q1 		$597K Buy
9,786
+634
+7% +$40.2K 0.41% 24
2021
Q4 		$629K Buy
9,152
+2,740
+43% +$189K 0.47% 21
2021
Q3 		$435K Buy
6,412
+4,459
+228% +$310K 0.42% 24
2021
Q2 		$133K Buy
1,953
+453
+30% +$30.7K 0.14% 32
2021
Q1 		$97K Buy
1,500
+48
+3% +$3.11K 0.11% 38
2020
Q4 		$93K Buy
+1,452
New +$85.5K 0.11% 35

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
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Goodwin Investment Advisory's DMXF Position: Q1 2024 in Review

Goodwin Investment Advisory sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2024, closing a stake of 3,404 shares — an estimated $217K sold.

Goodwin Investment Advisory first reported a position in DMXF in Q4 2020 and held it in 13 quarters. The position peaked at $629K in Q4 2021. 187 funds tracked by Wall St. Rank hold DMXF as of Q1 2024.

  • Goodwin Investment Advisory reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Goodwin Investment Advisory sold 3,404 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2024, an estimated $217K.
  • Goodwin Investment Advisory first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2020 and held it in 13 quarters.
  • Goodwin Investment Advisory's iShares ESG Advanced MSCI EAFE ETF position peaked at $629K in Q4 2021.
  • 187 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2024.

Based on Goodwin Investment Advisory's 13F filing for Q1 2024, filed 6 May 2024.