Spire Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Spire Wealth 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 Q2	–	Sell	-2,433	Closed	-$166K	–	2247
2024 Q1	$166K	Sell	2,433 -246	-9%	-$16.1K	﹤0.01%	828
2023 Q4	$169K	Buy	2,679 +695	+35%	+$41.1K	0.01%	808
2023 Q3	$113K	Buy	1,984 +657	+50%	+$39.3K	﹤0.01%	913
2023 Q2	$80.8K	Buy	1,327 +1,316	+11,964%	+$79.7K	﹤0.01%	1035
2023 Q1	$655	Buy	+11	New	+$638	﹤0.01%	2444
2021 Q3	–	Sell	-142	Closed	-$10K	–	2579
2021 Q2	$10K	Buy	+142	New	+$9.63K	﹤0.01%	2106

Other funds holding DMXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Spire Wealth Management's DMXF Position: Q2 2024 in Review

Spire Wealth Management sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2024, closing a stake of 2,433 shares — an estimated $166K sold.

Spire Wealth Management first reported a position in DMXF in Q2 2021 and held it in 6 quarters. The position peaked at $169K in Q4 2023. 186 funds tracked by Wall St. Rank hold DMXF as of Q2 2024.

Spire Wealth Management reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 2,433 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2024, an estimated $166K.
Spire Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q2 2021 and held it in 6 quarters.
Spire Wealth Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $169K in Q4 2023.
186 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.