PIMG
DMXF icon

Patriot Investment Management Group’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Patriot Investment Management 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
2023
Q1 		– Sell
-115
Closed -$6.83K – 251
2022
Q4 		$6.83K Buy
+115
New +$5.95K ﹤0.01% 372

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Patriot Investment Management Group's DMXF Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2023, closing a stake of 115 shares — an estimated $6.83K sold.

Patriot Investment Management Group first reported a position in DMXF in Q4 2022 and held it in 1 quarter. The position peaked at $6.83K in Q4 2022. 147 funds tracked by Wall St. Rank hold DMXF as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 115 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2023, an estimated $6.83K.
  • Patriot Investment Management Group first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2022 and held it in 1 quarter.
  • Patriot Investment Management Group's iShares ESG Advanced MSCI EAFE ETF position peaked at $6.83K in Q4 2022.
  • 147 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.