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Transcend Capital Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Transcend Capital Advisors’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
Q1 		– Sell
-5,247
Closed -$211K – 416
2020
Q4 		$211K Buy
+5,247
New +$309K 0.03% 345

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Transcend Capital Advisors's DMXF Position: Q1 2021 in Review

Transcend Capital Advisors sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q1 2021, closing a stake of 5,247 shares — an estimated $211K sold.

Transcend Capital Advisors first reported a position in DMXF in Q4 2020 and held it in 1 quarter. The position peaked at $211K in Q4 2020. 49 funds tracked by Wall St. Rank hold DMXF as of Q1 2021.

  • Transcend Capital Advisors reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
  • Transcend Capital Advisors sold 5,247 iShares ESG Advanced MSCI EAFE ETF shares in Q1 2021, an estimated $211K.
  • Transcend Capital Advisors first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q4 2020 and held it in 1 quarter.
  • Transcend Capital Advisors's iShares ESG Advanced MSCI EAFE ETF position peaked at $211K in Q4 2020.
  • 49 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q1 2021.

Based on Transcend Capital Advisors's 13F filing for Q1 2021, filed 12 May 2021.