DAS
Diversify Advisory Services’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,487
| Closed | -$382K | – | 834 |
|
|
2025
Q1 | $382K | Sell |
5,487
-2,681
| -33% | -$187K | 0.02% | 417 |
|
|
2024
Q4 | $524K | Sell |
8,168
-2,095
| -20% | -$134K | 0.03% | 358 |
|
|
2024
Q3 | $710K | Sell |
10,263
-870
| -8% | -$60.2K | 0.04% | 309 |
|
|
2024
Q2 | $759K | Buy |
11,133
+302
| +3% | +$20.6K | 0.04% | 297 |
|
|
2024
Q1 | $738K | Buy |
+10,831
| New | +$738K | 0.04% | 317 |
|