GI
DMXF icon

Gradient Investments’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Gradient Investments’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
2022
Q3 		– Sell
-17
Closed -$1K – 1378
2022
Q2 		$1K Buy
+17
New +$957 ﹤0.01% 1118
2022
Q1 		– Sell
-118
Closed -$8K – 1211
2021
Q4 		$8K Buy
118
+48
+69% +$3.31K ﹤0.01% 839
2021
Q3 		$5K Buy
+70
New +$4.87K ﹤0.01% 874

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Gradient Investments's DMXF Position: Q3 2022 in Review

Gradient Investments sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q3 2022, closing a stake of 17 shares — an estimated $1K sold.

Gradient Investments first reported a position in DMXF in Q3 2021 and held it in 3 quarters. The position peaked at $8K in Q4 2021. 114 funds tracked by Wall St. Rank hold DMXF as of Q3 2022.

  • Gradient Investments reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • Gradient Investments sold 17 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2022, an estimated $1K.
  • Gradient Investments first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2021 and held it in 3 quarters.
  • Gradient Investments's iShares ESG Advanced MSCI EAFE ETF position peaked at $8K in Q4 2021.
  • 114 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2022.

Based on Gradient Investments's 13F filing for Q3 2022, filed 14 Oct 2022.