Laurel Wealth Planning’s Xtrackers S&P MidCap 400 ESG ETF MIDE Stock Holding History

Laurel Wealth Planning’s Portfolio MIDE Stock Details MIDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-133	Closed	-$3.27K	–	142
2022 Q4	$3.27K	Buy	133 +2	+2%	+$49	﹤0.01%	190
2022 Q3	$3K	Buy	131 +2	+2%	+$49	﹤0.01%	196
2022 Q2	$3K	Buy	129 +7	+6%	+$173	﹤0.01%	205
2022 Q1	$3K	Buy	122 +9	+8%	+$240	﹤0.01%	236
2021 Q4	$3K	Buy	113 +2	+2%	+$55	﹤0.01%	177
2021 Q3	$3K	Hold	111	–	–	﹤0.01%	187
2021 Q2	$3K	Buy	+111	New	+$2.98K	﹤0.01%	114

Other funds holding MIDE

Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return

BEC

Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Laurel Wealth Planning's MIDE Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Xtrackers S&P MidCap 400 ESG ETF (MIDE) in Q1 2023, closing a stake of 133 shares — an estimated $3.27K sold.

Laurel Wealth Planning first reported a position in MIDE in Q2 2021 and held it in 7 quarters. The position peaked at $3.27K in Q4 2022. 7 funds tracked by Wall St. Rank hold MIDE as of Q1 2023.

Laurel Wealth Planning reported no remaining Xtrackers S&P MidCap 400 ESG ETF position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 133 Xtrackers S&P MidCap 400 ESG ETF shares in Q1 2023, an estimated $3.27K.
Laurel Wealth Planning first reported a position in Xtrackers S&P MidCap 400 ESG ETF in Q2 2021 and held it in 7 quarters.
Laurel Wealth Planning's Xtrackers S&P MidCap 400 ESG ETF position peaked at $3.27K in Q4 2022.
7 funds tracked by Wall St. Rank held Xtrackers S&P MidCap 400 ESG ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.