Copperleaf Capital’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 | $293K | Sell |
3,934
-57
| -1% | -$4.24K | 0.15% | 89 |
|
|
2025
Q1 | $269K | Sell |
3,991
-2,013
| -34% | -$136K | 0.16% | 92 |
|
|
2024
Q4 | $388K | Buy |
6,004
+1,304
| +28% | +$84.3K | 0.25% | 72 |
|
|
2024
Q3 | $339K | Hold |
4,700
| – | – | 0.26% | 76 |
|
|
2024
Q2 | $317K | Buy |
4,700
+546
| +13% | +$36.8K | 0.25% | 77 |
|
|
2024
Q1 | $283K | Buy |
4,154
+198
| +5% | +$13.5K | 0.25% | 76 |
|
|
2023
Q4 | $253K | Buy |
3,956
+41
| +1% | +$2.62K | 0.26% | 69 |
|
|
2023
Q3 | $224K | Buy |
3,915
+234
| +6% | +$13.4K | 0.24% | 73 |
|
|
2023
Q2 | $224K | Buy |
+3,681
| New | +$224K | 0.21% | 71 |
|