Betterment LLC’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
Q3 | $701K | Sell |
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|
2025
Q2 | $724K | Buy |
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|
2025
Q1 | $652K | Sell |
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|
2024
Q4 | $668K | Buy |
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|
2024
Q3 | $702K | Sell |
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|
2024
Q2 | $715K | Buy |
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|
2024
Q1 | $438K | Sell |
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|
2023
Q4 | $414K | Sell |
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|
2023
Q3 | $381K | Buy |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $392K | Sell |
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|
2022
Q4 | $404K | Buy |
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|
2022
Q3 | $375K | Hold |
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|
2022
Q2 | $375K | Buy |
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|
2022
Q1 | $411K | Sell |
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|
2021
Q4 | $471K | Buy |
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|
2021
Q3 | $426K | Buy |
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|
2021
Q2 | $265K | Buy |
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