Aire Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,997
| Closed | -$341K | – | 164 |
|
|
2024
Q1 | $341K | Hold |
4,997
| – | – | 0.08% | 108 |
|
|
2023
Q4 | $320K | Buy |
4,997
+17
| +0.3% | +$1.09K | 0.08% | 108 |
|
|
2023
Q3 | $284K | Sell |
4,980
-358
| -7% | -$20.4K | 0.08% | 108 |
|
|
2023
Q2 | $325K | Buy |
5,338
+41
| +0.8% | +$2.5K | 0.09% | 104 |
|
|
2023
Q1 | $316K | Sell |
5,297
-671
| -11% | -$40K | 0.09% | 106 |
|
|
2022
Q4 | $324K | Buy |
5,968
+18
| +0.3% | +$977 | 0.1% | 101 |
|
|
2022
Q3 | $277K | Buy |
5,950
+1,497
| +34% | +$69.7K | 0.1% | 109 |
|
|
2022
Q2 | $232K | Buy |
+4,453
| New | +$232K | 0.08% | 123 |
|