NL
DMXF icon

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

NWAM LLC’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
Q2 		– Sell
-3,390
Closed -$220K – 479
2021
Q1 		$220K Buy
+3,390
New +$220K 0.02% 442

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

NWAM LLC's DMXF Position: Q2 2021 in Review

NWAM LLC sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2021, closing a stake of 3,390 shares — an estimated $220K sold.

NWAM LLC first reported a position in DMXF in Q1 2021 and held it in 1 quarter. The position peaked at $220K in Q1 2021. 79 funds tracked by Wall St. Rank hold DMXF as of Q2 2021.

  • NWAM LLC reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2021 after selling out during the quarter.
  • NWAM LLC sold 3,390 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2021, an estimated $220K.
  • NWAM LLC first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2021 and held it in 1 quarter.
  • NWAM LLC's iShares ESG Advanced MSCI EAFE ETF position peaked at $220K in Q1 2021.
  • 79 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2021.

Based on NWAM LLC's 13F filing for Q2 2021, filed 4 Aug 2021.