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Your Advocates Ltd’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Your Advocates Ltd’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
2023
Q3 		– Sell
-1,022
Closed -$62.3K – 314
2023
Q2 		$62.3K Hold
1,022
– – 0.03% 50
2023
Q1 		$60.9K Hold
1,022
– – 0.03% 45
2022
Q4 		$55.5K Buy
1,022
+307
+43% +$15.9K 0.03% 44
2022
Q3 		$33K Hold
715
– – 0.02% 55
2022
Q2 		$37K Buy
715
+315
+79% +$17.7K 0.02% 52
2022
Q1 		$24K Buy
+400
New +$25.4K 0.01% 62

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Your Advocates Ltd's DMXF Position: Q3 2023 in Review

Your Advocates Ltd sold out of iShares ESG Advanced MSCI EAFE ETF (DMXF) in Q3 2023, closing a stake of 1,022 shares — an estimated $62.3K sold.

Your Advocates Ltd first reported a position in DMXF in Q1 2022 and held it in 6 quarters. The position peaked at $62.3K in Q2 2023. 162 funds tracked by Wall St. Rank hold DMXF as of Q3 2023.

  • Your Advocates Ltd reported no remaining iShares ESG Advanced MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • Your Advocates Ltd sold 1,022 iShares ESG Advanced MSCI EAFE ETF shares in Q3 2023, an estimated $62.3K.
  • Your Advocates Ltd first reported a position in iShares ESG Advanced MSCI EAFE ETF in Q1 2022 and held it in 6 quarters.
  • Your Advocates Ltd's iShares ESG Advanced MSCI EAFE ETF position peaked at $62.3K in Q2 2023.
  • 162 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EAFE ETF as of Q3 2023.

Based on Your Advocates Ltd's 13F filing for Q3 2023, filed 2 Nov 2023.