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DMXF icon

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

IMPACTfolio’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
Q2 		– Sell
-34,915
Closed -$2.38M – 42
2024
Q1 		$2.38M Buy
+34,915
New +$2.29M 1.44% 12
2023
Q3 		– Sell
-38,097
Closed -$2.32M – 43
2023
Q2 		$2.32M Sell
38,097
-421
-1% -$25.5K 1.84% 10
2023
Q1 		$2.3M Buy
+38,518
New +$2.24M 1.92% 11
2022
Q4 		– Sell
-105,699
Closed -$4.92M – 44
2022
Q3 		$4.92M Buy
+105,699
New +$5.5M 4.8% 8
2022
Q1 		– Sell
-45,128
Closed -$3.1M – 51
2021
Q4 		$3.1M Buy
+45,128
New +$3.11M 2.72% 11

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

IMPACTfolio's DMXF Position: Q2 2024 in Review

IMPACTfolio sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2024, closing a stake of 34,915 shares — an estimated $2.38M sold.

IMPACTfolio first reported a position in DMXF in Q4 2021 and held it in 5 quarters. The position peaked at $4.92M in Q3 2022. 186 funds tracked by Wall St. Rank hold DMXF as of Q2 2024.

  • IMPACTfolio reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • IMPACTfolio sold 34,915 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2024, an estimated $2.38M.
  • IMPACTfolio first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2021 and held it in 5 quarters.
  • IMPACTfolio's iShares ESG Advanced MSCI EAFE ETF position peaked at $4.92M in Q3 2022.
  • 186 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2024.

Based on IMPACTfolio's 13F filing for Q2 2024, filed 8 Jul 2024.