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Richardson Capital Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Richardson Capital Management’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
Q4 		– Sell
-224
Closed -$16.1K – 143
2024
Q3 		$16.1K Hold
224
– – 0.01% 101
2024
Q2 		$15.1K Buy
224
+4
+2% +$270 0.01% 116
2024
Q1 		$15K Hold
220
– – 0.01% 109
2023
Q4 		$14.1K Buy
+220
New +$13K 0.01% 91

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
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Richardson Capital Management's DMXF Position: Q4 2024 in Review

Richardson Capital Management sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q4 2024, closing a stake of 224 shares — an estimated $16.1K sold.

Richardson Capital Management first reported a position in DMXF in Q4 2023 and held it in 4 quarters. The position peaked at $16.1K in Q3 2024. 220 funds tracked by Wall St. Rank hold DMXF as of Q4 2024.

  • Richardson Capital Management reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Richardson Capital Management sold 224 iShares ESG Advanced MSCI EAFE ETF shares in Q4 2024, an estimated $16.1K.
  • Richardson Capital Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2023 and held it in 4 quarters.
  • Richardson Capital Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $16.1K in Q3 2024.
  • 220 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2024.

Based on Richardson Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.