KFS
DMXF icon

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

Kelly 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
2024
Q3 		– Sell
-37
Closed -$2.48K – 263
2024
Q2 		$2.48K Buy
37
+3
+9% +$203 ﹤0.01% 565
2024
Q1 		$2.3K Hold
34
– – ﹤0.01% 581
2023
Q4 		$2.16K Sell
34
-103
-75% -$6.09K ﹤0.01% 573
2023
Q3 		$7.83K Buy
137
+2
+1% +$120 ﹤0.01% 404
2023
Q2 		$8.23K Buy
135
+2
+2% +$121 ﹤0.01% 383
2023
Q1 		$7.94K Buy
133
+24
+22% +$1.39K ﹤0.01% 376
2022
Q4 		$5.92K Buy
109
+10
+10% +$518 ﹤0.01% 382
2022
Q3 		$4.59K Hold
99
– – ﹤0.01% 406
2022
Q2 		$5.14K Hold
99
– – ﹤0.01% 397
2022
Q1 		$6.02K Buy
99
+5
+5% +$317 ﹤0.01% 401
2021
Q4 		$6.45K Buy
94
+1
+1% +$69 ﹤0.01% 401
2021
Q3 		$6.29K Sell
93
-41,757
-100% -$2.9M ﹤0.01% 390
2021
Q2 		$618K Buy
41,850
+41,768
+50,937% +$2.83M 0.02% 155
2021
Q1 		$5.32K Buy
+82
New +$5.31K ﹤0.01% 392

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 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
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Kelly Financial Services's DMXF Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q3 2024, closing a stake of 37 shares — an estimated $2.48K sold.

Kelly Financial Services first reported a position in DMXF in Q1 2021 and held it in 14 quarters. The position peaked at $618K in Q2 2021. 207 funds tracked by Wall St. Rank hold DMXF as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 37 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2024, an estimated $2.48K.
  • Kelly Financial Services first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2021 and held it in 14 quarters.
  • Kelly Financial Services's iShares ESG Advanced MSCI EAFE ETF position peaked at $618K in Q2 2021.
  • 207 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.