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Matthew Hamilton Rosenberg’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Matthew Hamilton Rosenberg’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
2023
Q4 		– Sell
-4
Closed -$228 – 932
2023
Q3 		$228 Hold
4
– – ﹤0.01% 853
2023
Q2 		$244 Sell
4
-8
-67% -$485 ﹤0.01% 873
2023
Q1 		$715 Hold
12
– – ﹤0.01% 850
2022
Q4 		$651 Buy
+12
New +$621 ﹤0.01% 849
2022
Q3 		– Sell
-12
Closed -$1K – 860
2022
Q2 		$1K Hold
12
– – ﹤0.01% 768
2022
Q1 		$1K Hold
12
– – ﹤0.01% 733
2021
Q4 		$1K Buy
12
+4
+50% +$275 ﹤0.01% 708
2021
Q3 		$1K Buy
+8
New +$556 ﹤0.01% 676

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Matthew Hamilton Rosenberg's DMXF Position: Q4 2023 in Review

Matthew Hamilton Rosenberg sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q4 2023, closing a stake of 4 shares — an estimated $228 sold.

Matthew Hamilton Rosenberg first reported a position in DMXF in Q3 2021 and held it in 8 quarters. The position peaked at $1K in Q2 2022. 186 funds tracked by Wall St. Rank hold DMXF as of Q4 2023.

  • Matthew Hamilton Rosenberg reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 4 iShares ESG Advanced MSCI EAFE ETF shares in Q4 2023, an estimated $228.
  • Matthew Hamilton Rosenberg first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2021 and held it in 8 quarters.
  • Matthew Hamilton Rosenberg's iShares ESG Advanced MSCI EAFE ETF position peaked at $1K in Q2 2022.
  • 186 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2023, filed 16 Jan 2024.