Carson Wealth (CWM 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 | $3.51M | Buy |
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|
2025
Q2 | $2.77M | Buy |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $287K | Buy |
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|
2024
Q3 | $220K | Sell |
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|
2024
Q2 | $349K | Buy |
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|
2024
Q1 | $351K | Sell |
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|
2023
Q4 | $562K | Sell |
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|
2023
Q3 | $1.66M | Buy |
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|
2023
Q2 | $1.7M | Sell |
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|
2023
Q1 | $1.73M | Buy |
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|
2022
Q4 | $1.44M | Sell |
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|
2022
Q3 | $1.56M | Sell |
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|
2022
Q2 | $1.75M | Sell |
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|
2022
Q1 | $2.33M | Sell |
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|
2021
Q4 | $2.79M | Buy |
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|
2021
Q2 | $2.45M | Hold |
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|
2021
Q1 | $2.45M | Hold |
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|
2020
Q4 | $2.45M | Hold |
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|
2020
Q3 | $2.45M | Hold |
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|
2020
Q2 | $2.45M | Hold |
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|
2020
Q1 | $2.45M | Hold |
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|
2019
Q4 | $2.45M | Hold |
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|
2019
Q3 | $2.45M | Hold |
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|
2019
Q2 | $2.45M | Hold |
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|
2019
Q1 | $2.45M | Buy |
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