Atwater Malick’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 | $2.33M | Buy |
31,278
+1,737
| +6% | +$129K | 0.74% | 30 |
|
|
2025
Q1 | $1.99M | Buy |
29,541
+7,502
| +34% | +$505K | 0.67% | 30 |
|
|
2024
Q4 | $1.42M | Hold |
22,039
| – | – | 0.48% | 32 |
|
|
2024
Q3 | $1.59M | Buy |
22,039
+1,577
| +8% | +$114K | 0.51% | 32 |
|
|
2024
Q2 | $1.38M | Hold |
20,462
| – | – | 0.48% | 33 |
|
|
2024
Q1 | $1.39M | Buy |
20,462
+1,540
| +8% | +$105K | 0.49% | 32 |
|
|
2023
Q4 | $1.21M | Buy |
18,922
+157
| +0.8% | +$10K | 0.47% | 31 |
|
|
2023
Q3 | $1.07M | Buy |
18,765
+678
| +4% | +$38.7K | 0.47% | 33 |
|
|
2023
Q2 | $1.1M | Buy |
+18,087
| New | +$1.1M | 0.47% | 28 |
|