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One Wealth Management Investment & Advisory Services’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

One Wealth Management Investment & Advisory 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
-5,380
Closed -$363K – 66
2024
Q2 		$363K Sell
5,380
-219
-4% -$14.8K 0.14% 77
2024
Q1 		$381K Buy
5,599
+130
+2% +$8.53K 0.16% 74
2023
Q4 		$349K Buy
+5,469
New +$324K 0.16% 85

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

One Wealth Management Investment & Advisory Services's DMXF Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q3 2024, closing a stake of 5,380 shares — an estimated $363K sold.

One Wealth Management Investment & Advisory Services first reported a position in DMXF in Q4 2023 and held it in 3 quarters. The position peaked at $381K in Q1 2024. 207 funds tracked by Wall St. Rank hold DMXF as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 5,380 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2024, an estimated $363K.
  • One Wealth Management Investment & Advisory Services first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's iShares ESG Advanced MSCI EAFE ETF position peaked at $381K in Q1 2024.
  • 207 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.