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Sowell Financial Services’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-188
Closed -$13K – 1076
2021
Q1 		$13K Buy
+188
New +$12.2K ﹤0.01% 2213

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OMC
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FTUS
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PAS
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Citadel Advisors
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5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sowell Financial Services's DMXF Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2021, closing a stake of 188 shares — an estimated $13K sold.

Sowell Financial Services first reported a position in DMXF in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 79 funds tracked by Wall St. Rank hold DMXF as of Q2 2021.

  • Sowell Financial Services reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 188 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2021, an estimated $13K.
  • Sowell Financial Services first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's iShares ESG Advanced MSCI EAFE ETF position peaked at $13K in Q1 2021.
  • 79 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.