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Trust Company of Vermont’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Trust Company of Vermont’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
-1,175
Closed -$80.1K – 909
2024
Q1 		$80.1K Buy
+1,175
New +$77.1K ﹤0.01% 415

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
S
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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Trust Company of Vermont's DMXF Position: Q2 2024 in Review

Trust Company of Vermont sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q2 2024, closing a stake of 1,175 shares — an estimated $80.1K sold.

Trust Company of Vermont first reported a position in DMXF in Q1 2024 and held it in 1 quarter. The position peaked at $80.1K in Q1 2024. 186 funds tracked by Wall St. Rank hold DMXF as of Q2 2024.

  • Trust Company of Vermont reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Trust Company of Vermont sold 1,175 iShares ESG Advanced MSCI EAFE ETF shares in Q2 2024, an estimated $80.1K.
  • Trust Company of Vermont first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2024 and held it in 1 quarter.
  • Trust Company of Vermont's iShares ESG Advanced MSCI EAFE ETF position peaked at $80.1K in Q1 2024.
  • 186 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q2 2024.

Based on Trust Company of Vermont's 13F filing for Q2 2024, filed 9 Jul 2024.