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

Sugarloaf 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 Q4	$6.46K	Sell	100 -2,159	-96%	-$147K	﹤0.01%	550
2024 Q3	$163K	Buy	2,259 +623	+38%	+$43.1K	0.03%	197
2024 Q2	$110K	Hold	1,636	–	–	0.02%	222
2024 Q1	$111K	Buy	1,636 +101	+7%	+$6.63K	0.02%	219
2023 Q4	$98.1K	Hold	1,535	–	–	0.02%	219
2023 Q3	$87.6K	Buy	1,535 +18	+1%	+$1.08K	0.02%	220
2023 Q2	$92.4K	Hold	1,517	–	–	0.02%	211
2023 Q1	$90.4K	Sell	1,517 -147	-9%	-$8.53K	0.02%	211
2022 Q4	$90.3K	Hold	1,664	–	–	0.02%	209
2022 Q3	$78K	Buy	+1,664	New	+$86.6K	0.02%	226

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

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

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

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

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 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

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

Sugarloaf Wealth Management's DMXF Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares ESG Advanced MSCI EAFE ETF (DMXF) stake by 96% in Q4 2024, selling an estimated $147K and leaving 100 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Sugarloaf Wealth Management first reported a position in DMXF in Q3 2022 and has held it in 10 quarters since. The position peaked at $163K in Q3 2024. 220 funds tracked by Wall St. Rank hold DMXF as of Q4 2024.

Sugarloaf Wealth Management held 100 shares of iShares ESG Advanced MSCI EAFE ETF worth $6.46K as of Q4 2024.
Sugarloaf Wealth Management sold 2,159 iShares ESG Advanced MSCI EAFE ETF shares in Q4 2024, an estimated $147K.
iShares ESG Advanced MSCI EAFE ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #550 holding.
Sugarloaf Wealth Management first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q3 2022 and has held it in 10 quarters since.
Sugarloaf Wealth Management's iShares ESG Advanced MSCI EAFE ETF position peaked at $163K in Q3 2024.
220 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.