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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 $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 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 $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return