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Sargent Bickham Lagudis’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$51K Buy
939
+5
+0.5% +$259 ﹤0.01% 436
2022
Q3 		$43K Hold
934
– – ﹤0.01% 437
2022
Q2 		$49K Buy
934
+18
+2% +$1.01K ﹤0.01% 422
2022
Q1 		$56K Hold
916
– – ﹤0.01% 430
2021
Q4 		$63K Buy
916
+9
+1% +$620 ﹤0.01% 413
2021
Q3 		$61K Hold
907
– – 0.01% 409
2021
Q2 		$61K Buy
+907
New +$61.5K 0.01% 418

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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 $24.7B AUM 15.55% 1-Year Est. Return

Sargent Bickham Lagudis's DMXF Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 0.54% in Q4 2022, buying an estimated $259 and bringing the position to 939 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Sargent Bickham Lagudis first reported a position in DMXF in Q2 2021 and has held it in 7 quarters since. The position peaked at $63K in Q4 2021. 142 funds tracked by Wall St. Rank hold DMXF as of Q4 2022.

  • Sargent Bickham Lagudis held 939 shares of iShares ESG Advanced MSCI EAFE ETF worth $51K as of Q4 2022.
  • Sargent Bickham Lagudis bought 5 iShares ESG Advanced MSCI EAFE ETF shares in Q4 2022, an estimated $259.
  • iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #436 holding.
  • Sargent Bickham Lagudis first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2021 and has held it in 7 quarters since.
  • Sargent Bickham Lagudis's iShares ESG Advanced MSCI EAFE ETF position peaked at $63K in Q4 2021.
  • 142 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.