Atria Wealth Solutions’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 | $205K | Sell |
2,757
-24,951
| -90% | -$1.86M | ﹤0.01% | 1378 |
|
|
2025
Q1 | $1.87M | Sell |
27,708
-26,092
| -48% | -$1.76M | 0.02% | 655 |
|
|
2024
Q4 | $3.48M | Buy |
53,800
+3,943
| +8% | +$255K | 0.04% | 457 |
|
|
2024
Q3 | $3.59M | Buy |
49,857
+12,266
| +33% | +$884K | 0.04% | 432 |
|
|
2024
Q2 | $2.53M | Sell |
37,591
-127
| -0.3% | -$8.56K | 0.03% | 554 |
|
|
2024
Q1 | $2.57M | Sell |
37,718
-820
| -2% | -$55.9K | 0.03% | 551 |
|
|
2023
Q4 | $2.46M | Buy |
38,538
+860
| +2% | +$54.9K | 0.03% | 537 |
|
|
2023
Q3 | $2.15M | Buy |
37,678
+1,358
| +4% | +$77.5K | 0.03% | 533 |
|
|
2023
Q2 | $2.21M | Buy |
36,320
+2,580
| +8% | +$157K | 0.03% | 535 |
|
|
2023
Q1 | $2.01M | Buy |
33,740
+730
| +2% | +$43.5K | 0.03% | 536 |
|
|
2022
Q4 | $1.79M | Buy |
33,010
+1,978
| +6% | +$107K | 0.03% | 554 |
|
|
2022
Q3 | $1.45M | Buy |
31,032
+492
| +2% | +$22.9K | 0.03% | 596 |
|
|
2022
Q2 | $1.59M | Sell |
30,540
-518
| -2% | -$27K | 0.03% | 503 |
|
|
2022
Q1 | $1.9M | Buy |
+31,058
| New | +$1.9M | 0.03% | 497 |
|