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

Harbor 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
2022
Q2 		– Sell
-220
Closed -$13K – 1343
2022
Q1 		$13K Hold
220
– – ﹤0.01% 1013
2021
Q4 		$15K Hold
220
– – ﹤0.01% 985
2021
Q3 		$15K Hold
220
– – ﹤0.01% 986
2021
Q2 		$15K Hold
220
– – ﹤0.01% 943
2021
Q1 		$14K Buy
220
+50
+29% +$3.24K ﹤0.01% 922
2020
Q4 		$11K Buy
+170
New +$10K ﹤0.01% 912

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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Harbor Investment Advisory's DMXF Position: Q2 2022 in Review

Harbor Investment Advisory sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2022, closing a stake of 220 shares — an estimated $13K sold.

Harbor Investment Advisory first reported a position in DMXF in Q4 2020 and held it in 6 quarters. The position peaked at $15K in Q4 2021. 116 funds tracked by Wall St. Rank hold DMXF as of Q2 2022.

  • Harbor Investment Advisory reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
  • Harbor Investment Advisory sold 220 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2022, an estimated $13K.
  • Harbor Investment Advisory first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2020 and held it in 6 quarters.
  • Harbor Investment Advisory's iShares ESG Advanced MSCI EAFE ETF position peaked at $15K in Q4 2021.
  • 116 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2022.

Based on Harbor Investment Advisory's 13F filing for Q2 2022, filed 18 Jul 2022.