Avantax Advisory Services’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 | $707K | Buy |
9,497
+691
| +8% | +$51.4K | ﹤0.01% | 1372 |
|
|
2025
Q1 | $593K | Sell |
8,806
-2,211
| -20% | -$149K | ﹤0.01% | 1399 |
|
|
2024
Q4 | $712K | Buy |
11,017
+32
| +0.3% | +$2.07K | ﹤0.01% | 1231 |
|
|
2024
Q3 | $791K | Buy |
10,985
+932
| +9% | +$67.1K | 0.01% | 1150 |
|
|
2024
Q2 | $678K | Buy |
10,053
+894
| +10% | +$60.3K | ﹤0.01% | 1184 |
|
|
2024
Q1 | $624K | Buy |
9,159
+1,189
| +15% | +$81K | 0.01% | 942 |
|
|
2023
Q4 | $509K | Buy |
7,970
+91
| +1% | +$5.81K | 0.01% | 970 |
|
|
2023
Q3 | $450K | Buy |
7,879
+76
| +1% | +$4.34K | 0.01% | 989 |
|
|
2023
Q2 | $475K | Buy |
7,803
+745
| +11% | +$45.4K | 0.01% | 959 |
|
|
2023
Q1 | $421K | Buy |
7,058
+1,187
| +20% | +$70.7K | 0.01% | 985 |
|
|
2022
Q4 | $319K | Buy |
5,871
+987
| +20% | +$53.6K | ﹤0.01% | 1078 |
|
|
2022
Q3 | $227K | Buy |
4,884
+548
| +13% | +$25.5K | ﹤0.01% | 1142 |
|
|
2022
Q2 | $226K | Sell |
4,336
-164
| -4% | -$8.55K | ﹤0.01% | 1150 |
|
|
2022
Q1 | $275K | Buy |
4,500
+1,477
| +49% | +$90.3K | ﹤0.01% | 1041 |
|
|
2021
Q4 | $208K | Buy |
+3,023
| New | +$208K | ﹤0.01% | 1157 |
|