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Next Financial Group’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Next Financial Group’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
2021
Q4 		$154K Buy
2,244
+1,366
+156% +$94.1K 0.01% 999
2021
Q3 		$59K Hold
878
– – ﹤0.01% 1344
2021
Q2 		$59K Buy
878
+106
+14% +$7.19K ﹤0.01% 1316
2021
Q1 		$50K Hold
772
– – ﹤0.01% 1280
2020
Q4 		$49K Buy
+772
New +$45.5K ﹤0.01% 1202

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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 $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Next Financial Group's DMXF Position: Q4 2021 in Review

Next Financial Group increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 156% in Q4 2021, buying an estimated $94.1K and bringing the position to 2,244 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #999.

Next Financial Group first reported a position in DMXF in Q4 2020 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold DMXF as of Q4 2021.

  • Next Financial Group held 2,244 shares of iShares ESG Advanced MSCI EAFE ETF worth $154K as of Q4 2021.
  • Next Financial Group bought 1,366 iShares ESG Advanced MSCI EAFE ETF shares in Q4 2021, an estimated $94.1K.
  • iShares ESG Advanced MSCI EAFE ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #999 holding.
  • Next Financial Group first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2020 and has held it in 5 quarters since.
  • 110 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.