Equita Financial Network’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 | $2.79M | Sell |
37,531
-3,812
| -9% | -$284K | 1.11% | 20 |
|
|
2025
Q1 | $2.78M | Buy |
41,343
+4,176
| +11% | +$281K | 0.97% | 24 |
|
|
2024
Q4 | $2.4M | Buy |
37,167
+1,760
| +5% | +$114K | 0.87% | 27 |
|
|
2024
Q3 | $2.55M | Buy |
35,407
+4,115
| +13% | +$296K | 0.93% | 25 |
|
|
2024
Q2 | $2.11M | Buy |
31,292
+5,899
| +23% | +$398K | 0.88% | 28 |
|
|
2024
Q1 | $1.73M | Buy |
25,393
+7,325
| +41% | +$499K | 0.78% | 27 |
|
|
2023
Q4 | $1.15M | Buy |
18,068
+903
| +5% | +$57.7K | 0.62% | 35 |
|
|
2023
Q3 | $980K | Buy |
+17,165
| New | +$980K | 0.6% | 32 |
|