Cornerstone Planning Group’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 | – | Sell |
-240
| Closed | -$16.3K | – | 1573 |
|
|
2025
Q1 | $16.3K | Buy |
+240
| New | +$16.3K | ﹤0.01% | 453 |
|
|
2023
Q4 | – | Sell |
-39
| Closed | -$2.23K | – | 979 |
|
|
2023
Q3 | $2.23K | Sell |
39
-40
| -51% | -$2.28K | ﹤0.01% | 635 |
|
|
2023
Q2 | $4.81K | Buy |
+79
| New | +$4.81K | ﹤0.01% | 906 |
|
|
2022
Q4 | $76.4K | Buy |
+1,312
| New | +$76.4K | 0.03% | 200 |
|