AE Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $530 | Sell |
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|
2025
Q2 | $93.9K | Sell |
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|
2025
Q1 | $85.9K | Sell |
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|
2024
Q4 | $167K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $452K | Sell |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $473K | Buy |
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|
2023
Q1 | $414K | Sell |
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|
2022
Q4 | $464K | Sell |
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|
2022
Q3 | $441K | Sell |
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|
2022
Q2 | $494K | Buy |
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|
2022
Q1 | $562K | Sell |
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|
2021
Q4 | $676K | Buy |
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|
2021
Q3 | $365K | Buy |
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|
2021
Q2 | $229K | Buy |
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