Barrett & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-37
| Closed | -$2.52K | – | 602 |
|
|
2024
Q1 | $2.52K | Hold |
37
| – | – | ﹤0.01% | 536 |
|
|
2023
Q4 | $2.36K | Hold |
37
| – | – | ﹤0.01% | 526 |
|
|
2023
Q3 | $2.11K | Hold |
37
| – | – | ﹤0.01% | 543 |
|
|
2023
Q2 | $2.25K | Hold |
37
| – | – | ﹤0.01% | 523 |
|
|
2023
Q1 | $2.21K | Hold |
37
| – | – | ﹤0.01% | 510 |
|
|
2022
Q4 | $2.01K | Hold |
37
| – | – | ﹤0.01% | 517 |
|
|
2022
Q3 | $2.01K | Buy |
+37
| New | +$2.01K | ﹤0.01% | 517 |
|