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Pecaut & Co’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Pecaut & Co’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
-781
Closed -$44.6K – 82
2023
Q3 		$44.6K Hold
781
– – 0.02% 88
2023
Q2 		$47.6K Sell
781
-1,213
-61% -$73.5K 0.02% 92
2023
Q1 		$119K Hold
1,994
– – 0.05% 88
2022
Q4 		$108K Buy
1,994
+338
+20% +$17.5K 0.05% 86
2022
Q3 		$77K Sell
1,656
-335
-17% -$17.4K 0.04% 83
2022
Q2 		$104K Buy
1,991
+69
+4% +$3.88K 0.06% 82
2022
Q1 		$117K Buy
1,922
+202
+12% +$12.8K 0.06% 83
2021
Q4 		$118K Buy
+1,720
New +$118K 0.06% 75

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
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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 $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pecaut & Co's DMXF Position: Q4 2023 in Review

Pecaut & Co sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q4 2023, closing a stake of 781 shares — an estimated $44.6K sold.

Pecaut & Co first reported a position in DMXF in Q4 2021 and held it in 8 quarters. The position peaked at $119K in Q1 2023. 186 funds tracked by Wall St. Rank hold DMXF as of Q4 2023.

  • Pecaut & Co reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
  • Pecaut & Co sold 781 iShares ESG Advanced MSCI EAFE ETF shares in Q4 2023, an estimated $44.6K.
  • Pecaut & Co first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2021 and held it in 8 quarters.
  • Pecaut & Co's iShares ESG Advanced MSCI EAFE ETF position peaked at $119K in Q1 2023.
  • 186 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2023.

Based on Pecaut & Co's 13F filing for Q4 2023, filed 7 Feb 2024.