Cassady Schiller Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-74
| Closed | -$5.35K | – | 1139 |
|
|
2024
Q3 | $5.35K | Hold |
74
| – | – | ﹤0.01% | 346 |
|
|
2024
Q2 | $5.01K | Hold |
74
| – | – | ﹤0.01% | 347 |
|
|
2024
Q1 | $5.06K | Hold |
74
| – | – | ﹤0.01% | 368 |
|
|
2023
Q4 | $4.74K | Hold |
74
| – | – | ﹤0.01% | 362 |
|
|
2023
Q3 | $4.24K | Hold |
74
| – | – | ﹤0.01% | 380 |
|
|
2023
Q2 | $4.52K | Hold |
74
| – | – | ﹤0.01% | 389 |
|
|
2023
Q1 | $4.43K | Hold |
74
| – | – | ﹤0.01% | 366 |
|
|
2022
Q4 | $4.03K | Buy |
+74
| New | +$4.03K | ﹤0.01% | 379 |
|
|
2022
Q1 | – | Sell |
-433
| Closed | -$30K | – | 235 |
|
|
2021
Q4 | $30K | Buy |
+433
| New | +$30K | 0.02% | 243 |
|