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Heritage Financial Services’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Heritage Financial Services’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
-2,877
Closed -$150K – 169
2022
Q2 		$150K Buy
+2,877
New +$162K 0.08% 85

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I
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AF
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Heritage Financial Services's DMXF Position: Q3 2022 in Review

Heritage Financial Services sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q3 2022, closing a stake of 2,877 shares — an estimated $150K sold.

Heritage Financial Services first reported a position in DMXF in Q2 2022 and held it in 1 quarter. The position peaked at $150K in Q2 2022. 114 funds tracked by Wall St. Rank hold DMXF as of Q3 2022.

  • Heritage Financial Services reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 2,877 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2022, an estimated $150K.
  • Heritage Financial Services first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's iShares ESG Advanced MSCI EAFE ETF position peaked at $150K in Q2 2022.
  • 114 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.