Betterment LLC’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 | $724K | Buy |
9,728
+46
| +0.5% | +$3.42K | ﹤0.01% | 307 |
|
|
2025
Q1 | $652K | Sell |
9,682
-652
| -6% | -$43.9K | ﹤0.01% | 304 |
|
|
2024
Q4 | $668K | Buy |
10,334
+590
| +6% | +$38.1K | ﹤0.01% | 290 |
|
|
2024
Q3 | $702K | Sell |
9,744
-860
| -8% | -$62K | ﹤0.01% | 272 |
|
|
2024
Q2 | $715K | Buy |
10,604
+4,169
| +65% | +$281K | ﹤0.01% | 251 |
|
|
2024
Q1 | $438K | Sell |
6,435
-40
| -0.6% | -$2.72K | ﹤0.01% | 274 |
|
|
2023
Q4 | $414K | Sell |
6,475
-191
| -3% | -$12.2K | ﹤0.01% | 243 |
|
|
2023
Q3 | $381K | Buy |
6,666
+101
| +2% | +$5.77K | ﹤0.01% | 237 |
|
|
2023
Q2 | $400K | Sell |
6,565
-13
| -0.2% | -$792 | ﹤0.01% | 216 |
|
|
2023
Q1 | $392K | Sell |
6,578
-868
| -12% | -$51.7K | ﹤0.01% | 215 |
|
|
2022
Q4 | $404K | Buy |
7,446
+255
| +4% | +$13.8K | ﹤0.01% | 205 |
|
|
2022
Q3 | $375K | Hold |
7,191
| – | – | ﹤0.01% | 194 |
|
|
2022
Q2 | $375K | Buy |
7,191
+448
| +7% | +$23.4K | ﹤0.01% | 194 |
|
|
2022
Q1 | $411K | Sell |
6,743
-99
| -1% | -$6.03K | ﹤0.01% | 185 |
|
|
2021
Q4 | $471K | Buy |
6,842
+561
| +9% | +$38.6K | ﹤0.01% | 165 |
|
|
2021
Q3 | $426K | Buy |
6,281
+2,370
| +61% | +$161K | ﹤0.01% | 160 |
|
|
2021
Q2 | $265K | Buy |
+3,911
| New | +$265K | ﹤0.01% | 157 |
|