Congress 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
17,515
+2,158
| +14% | +$161K | 0.01% | 642 |
|
|
2025
Q1 | $1.03M | Buy |
15,357
+1,512
| +11% | +$102K | 0.01% | 627 |
|
|
2024
Q4 | $895K | Sell |
13,845
-949
| -6% | -$61.3K | 0.01% | 534 |
|
|
2024
Q3 | $1.07M | Sell |
14,794
-137
| -0.9% | -$9.87K | 0.01% | 512 |
|
|
2024
Q2 | $1.01M | Sell |
14,931
-242
| -2% | -$16.3K | 0.02% | 424 |
|
|
2024
Q1 | $1.03M | Sell |
15,173
-123
| -0.8% | -$8.38K | 0.02% | 373 |
|
|
2023
Q4 | $977K | Buy |
15,296
+1,613
| +12% | +$103K | 0.02% | 395 |
|
|
2023
Q3 | $781K | Buy |
13,683
+2,878
| +27% | +$164K | 0.02% | 400 |
|
|
2023
Q2 | $658K | Sell |
10,805
-11
| -0.1% | -$670 | 0.02% | 385 |
|
|
2023
Q1 | $645K | Buy |
10,816
+1,910
| +21% | +$114K | 0.02% | 391 |
|
|
2022
Q4 | $483K | Buy |
8,906
+1,349
| +18% | +$73.2K | 0.01% | 409 |
|
|
2022
Q3 | $352K | Buy |
7,557
+1,528
| +25% | +$71.2K | 0.01% | 447 |
|
|
2022
Q2 | $314K | Buy |
+6,029
| New | +$314K | 0.01% | 467 |
|