Ally Invest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Buy |
12,428
+1,743
| +16% | +$130K | 0.07% | 40 |
|
|
2025
Q1 | $720K | Buy |
10,685
+1,268
| +13% | +$85.4K | 0.06% | 42 |
|
|
2024
Q4 | $609K | Buy |
9,417
+610
| +7% | +$39.4K | 0.05% | 44 |
|
|
2024
Q3 | $634K | Buy |
8,807
+1,552
| +21% | +$112K | 0.06% | 41 |
|
|
2024
Q2 | $489K | Sell |
7,255
-104
| -1% | -$7.01K | 0.05% | 44 |
|
|
2024
Q1 | $501K | Buy |
7,359
+435
| +6% | +$29.6K | 0.05% | 41 |
|
|
2023
Q4 | $442K | Buy |
6,924
+504
| +8% | +$32.2K | 0.05% | 41 |
|
|
2023
Q3 | $367K | Buy |
6,420
+153
| +2% | +$8.74K | 0.04% | 40 |
|
|
2023
Q2 | $382K | Buy |
6,267
+861
| +16% | +$52.4K | 0.04% | 40 |
|
|
2023
Q1 | $322K | Buy |
5,406
+848
| +19% | +$50.5K | 0.04% | 40 |
|
|
2022
Q4 | $247K | Buy |
+4,558
| New | +$247K | 0.03% | 35 |
|