Clearview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-41
| Closed | -$2.5K | – | 240 |
|
|
2023
Q2 | $2.5K | Sell |
41
-144
| -78% | -$8.77K | ﹤0.01% | 503 |
|
|
2023
Q1 | $11K | Sell |
185
-3
| -2% | -$179 | 0.01% | 353 |
|
|
2022
Q4 | $10.2K | Sell |
188
-255
| -58% | -$13.8K | 0.01% | 328 |
|
|
2022
Q3 | $21K | Buy |
443
+85
| +24% | +$4.03K | 0.02% | 249 |
|
|
2022
Q2 | $19K | Sell |
358
-2
| -0.6% | -$106 | 0.01% | 282 |
|
|
2022
Q1 | $22K | Buy |
360
+316
| +718% | +$19.3K | 0.01% | 288 |
|
|
2021
Q4 | $3K | Buy |
44
+23
| +110% | +$1.57K | ﹤0.01% | 541 |
|
|
2021
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 615 |
|