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Hart & Patterson Financial Group’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Hart & Patterson Financial Group’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
Q4 		$667K Buy
10,322
+1,348
+15% +$91.6K 0.32% 46
2024
Q3 		$646K Sell
8,974
-29
-0.3% -$2.01K 0.31% 47
2024
Q2 		$607K Sell
9,003
-333
-4% -$22.5K 0.3% 46
2024
Q1 		$636K Buy
9,336
+3,809
+69% +$250K 0.32% 43
2023
Q4 		$353K Buy
+5,527
New +$327K 0.18% 50

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Hart & Patterson Financial Group's DMXF Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 15% in Q4 2024, buying an estimated $91.6K and bringing the position to 10,322 shares worth $667K. The position accounts for 0.32% of the portfolio, ranked #46.

Hart & Patterson Financial Group first reported a position in DMXF in Q4 2023 and has held it in 5 quarters since. 220 funds tracked by Wall St. Rank hold DMXF as of Q4 2024.

  • Hart & Patterson Financial Group held 10,322 shares of iShares ESG Advanced MSCI EAFE ETF worth $667K as of Q4 2024.
  • Hart & Patterson Financial Group bought 1,348 iShares ESG Advanced MSCI EAFE ETF shares in Q4 2024, an estimated $91.6K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.32% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #46 holding.
  • Hart & Patterson Financial Group first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and has held it in 5 quarters since.
  • 220 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.