Cetera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.12M | Buy |
16,471
+8,327
| +102% | +$567K | 0.01% | 1106 |
|
|
2023
Q4 | $520K | Buy |
8,144
+295
| +4% | +$18.8K | 0.01% | 1101 |
|
|
2023
Q3 | $448K | Buy |
7,849
+275
| +4% | +$15.7K | 0.01% | 1126 |
|
|
2023
Q2 | $461K | Buy |
7,574
+795
| +12% | +$48.4K | 0.01% | 1103 |
|
|
2023
Q1 | $404K | Sell |
6,779
-388
| -5% | -$23.1K | 0.01% | 1128 |
|
|
2022
Q4 | $389K | Buy |
+7,167
| New | +$389K | 0.01% | 1097 |
|