AWM
Ariadne Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Sell |
6,356
-346
| -5% | -$25.9K | 0.23% | 94 |
|
|
2025
Q1 | $478K | Buy |
6,702
+3,683
| +122% | +$263K | 0.25% | 91 |
|
|
2024
Q4 | $206K | Buy |
+3,019
| New | +$206K | 0.09% | 204 |
|
|
2024
Q3 | – | Sell |
-3,132
| Closed | -$211K | – | 240 |
|
|
2024
Q2 | $211K | Buy |
+3,132
| New | +$211K | 0.16% | 136 |
|