Brinker Capital Investments’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 | $889K | Buy |
11,942
+1,898
| +19% | +$141K | 0.01% | 1248 |
|
|
2025
Q1 | $676K | Buy |
+10,044
| New | +$676K | 0.01% | 1264 |
|
|
2024
Q2 | – | Sell |
-6,579
| Closed | -$448K | – | 1729 |
|
|
2024
Q1 | $448K | Buy |
6,579
+825
| +14% | +$56.2K | ﹤0.01% | 1308 |
|
|
2023
Q4 | $365K | Buy |
5,754
+355
| +7% | +$22.5K | ﹤0.01% | 1333 |
|
|
2023
Q3 | $308K | Sell |
5,399
-1,095
| -17% | -$62.5K | ﹤0.01% | 1369 |
|
|
2023
Q2 | $396K | Buy |
6,494
+765
| +13% | +$46.6K | ﹤0.01% | 1300 |
|
|
2023
Q1 | $341K | Buy |
+5,729
| New | +$341K | ﹤0.01% | 1295 |
|