Atria Wealth Solutions’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
Q2 | $205K | Sell |
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|
2025
Q1 | $1.87M | Sell |
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|
2024
Q4 | $3.48M | Buy |
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|
2024
Q3 | $3.59M | Buy |
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|
2024
Q2 | $2.53M | Sell |
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|
2024
Q1 | $2.57M | Sell |
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|
2023
Q4 | $2.46M | Buy |
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|
2023
Q3 | $2.15M | Buy |
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|
2023
Q2 | $2.21M | Buy |
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|
2023
Q1 | $2.01M | Buy |
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|
2022
Q4 | $1.79M | Buy |
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|
2022
Q3 | $1.45M | Buy |
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|
2022
Q2 | $1.59M | Sell |
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|
2022
Q1 | $1.9M | Buy |
|