EverSource Wealth Advisors’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 | $298K | Sell |
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|
2025
Q1 | $278K | Sell |
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|
2024
Q4 | $537K | Buy |
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|
2024
Q3 | $497K | Buy |
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|
2024
Q2 | $400K | Buy |
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|
2024
Q1 | $52.2K | Buy |
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|
2023
Q4 | $49.1K | Buy |
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|
2023
Q3 | $42.6K | Buy |
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|
2023
Q2 | $44K | Hold |
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|
2023
Q1 | $43K | Sell |
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|
2022
Q4 | $42.5K | Sell |
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|
2022
Q3 | $132K | Buy |
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|
2022
Q2 | $146K | Sell |
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|
2022
Q1 | $175K | Buy |
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|
2021
Q4 | $190K | Buy |
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