EverSource Wealth Advisors’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 | $298K | Sell |
4,000
-127
| -3% | -$9.45K | 0.01% | 671 |
|
|
2025
Q1 | $278K | Sell |
4,127
-4,181
| -50% | -$282K | 0.02% | 547 |
|
|
2024
Q4 | $537K | Buy |
8,308
+1,410
| +20% | +$91.1K | 0.03% | 355 |
|
|
2024
Q3 | $497K | Buy |
6,898
+1,110
| +19% | +$80K | 0.03% | 325 |
|
|
2024
Q2 | $400K | Buy |
5,788
+4,991
| +626% | +$345K | 0.03% | 360 |
|
|
2024
Q1 | $52.2K | Buy |
797
+28
| +4% | +$1.83K | ﹤0.01% | 971 |
|
|
2023
Q4 | $49.1K | Buy |
769
+23
| +3% | +$1.47K | ﹤0.01% | 906 |
|
|
2023
Q3 | $42.6K | Buy |
746
+24
| +3% | +$1.37K | ﹤0.01% | 875 |
|
|
2023
Q2 | $44K | Hold |
722
| – | – | ﹤0.01% | 885 |
|
|
2023
Q1 | $43K | Sell |
722
-61
| -8% | -$3.64K | 0.01% | 838 |
|
|
2022
Q4 | $42.5K | Sell |
783
-2,048
| -72% | -$111K | 0.01% | 819 |
|
|
2022
Q3 | $132K | Buy |
2,831
+46
| +2% | +$2.15K | 0.03% | 363 |
|
|
2022
Q2 | $146K | Sell |
2,785
-96
| -3% | -$5.03K | 0.04% | 304 |
|
|
2022
Q1 | $175K | Buy |
2,881
+120
| +4% | +$7.29K | 0.04% | 264 |
|
|
2021
Q4 | $190K | Buy |
+2,761
| New | +$190K | 0.05% | 226 |
|