Empirical Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Sell |
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|
2025
Q1 | $663K | Hold |
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|
2024
Q4 | $637K | Hold |
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|
2024
Q3 | $710K | Sell |
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|
2024
Q2 | $684K | Hold |
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|
2024
Q1 | $692K | Hold |
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|
2023
Q4 | $648K | Hold |
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|
2023
Q3 | $579K | Hold |
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|
2023
Q2 | $618K | Hold |
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|
2023
Q1 | $605K | Hold |
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|
2022
Q4 | $551K | Hold |
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|
2022
Q3 | $473K | Buy |
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