Cambridge Investment Research Advisors’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 | $2.17M | Buy |
29,143
+742
| +3% | +$55.2K | 0.01% | 1375 |
|
2025
Q1 | $1.91M | Sell |
28,401
-11,584
| -29% | -$780K | 0.01% | 1386 |
|
2024
Q4 | $2.58M | Buy |
39,985
+3,815
| +11% | +$247K | 0.01% | 1179 |
|
2024
Q3 | $2.61M | Buy |
36,170
+5,130
| +17% | +$370K | 0.01% | 1161 |
|
2024
Q2 | $2.09M | Buy |
31,040
+5,600
| +22% | +$378K | 0.01% | 1257 |
|
2024
Q1 | $1.73M | Buy |
25,440
+2,245
| +10% | +$153K | 0.01% | 1362 |
|
2023
Q4 | $1.48M | Buy |
23,195
+3,912
| +20% | +$250K | 0.01% | 1395 |
|
2023
Q3 | $1.1M | Sell |
19,283
-285
| -1% | -$16.3K | 0.01% | 1510 |
|
2023
Q2 | $1.19M | Sell |
19,568
-1,014
| -5% | -$61.8K | 0.01% | 1495 |
|
2023
Q1 | $1.23M | Sell |
20,582
-4,223
| -17% | -$252K | 0.01% | 1440 |
|
2022
Q4 | $1.35M | Buy |
24,805
+7,772
| +46% | +$422K | 0.01% | 1312 |
|
2022
Q3 | $793K | Sell |
17,033
-1,882
| -10% | -$87.6K | ﹤0.01% | 1632 |
|
2022
Q2 | $986K | Buy |
18,915
+3,388
| +22% | +$177K | 0.01% | 1497 |
|
2022
Q1 | $947K | Sell |
15,527
-895
| -5% | -$54.6K | ﹤0.01% | 1609 |
|
2021
Q4 | $1.13M | Buy |
16,422
+8,346
| +103% | +$574K | 0.01% | 1493 |
|
2021
Q3 | $547K | Buy |
8,076
+3,942
| +95% | +$267K | ﹤0.01% | 1974 |
|
2021
Q2 | $280K | Buy |
+4,134
| New | +$280K | ﹤0.01% | 2524 |
|