Biltmore Family Office’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 | $189K | Hold |
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|
2025
Q2 | $186K | Hold |
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|
2025
Q1 | $168K | Hold |
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|
2024
Q4 | $162K | Hold |
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|
2024
Q3 | $180K | Hold |
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|
2024
Q2 | $169K | Hold |
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|
2024
Q1 | $170K | Sell |
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|
2023
Q4 | $736K | Hold |
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|
2023
Q3 | $658K | Buy |
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|
2023
Q2 | $631K | Sell |
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|
2023
Q1 | $713K | Hold |
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|
2022
Q4 | $649K | Sell |
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|
2022
Q3 | $909K | Hold |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $305K | Hold |
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|
2021
Q4 | $344K | Hold |
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|
2021
Q3 | $339K | Buy |
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