Farther Finance Advisors’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 | $683K | Sell |
9,171
-183
| -2% | -$13.6K | 0.01% | 755 |
|
|
2025
Q1 | $628K | Buy |
9,354
+1,539
| +20% | +$103K | 0.02% | 681 |
|
|
2024
Q4 | $505K | Buy |
7,815
+256
| +3% | +$16.5K | 0.02% | 577 |
|
|
2024
Q3 | $545K | Buy |
7,559
+1,854
| +32% | +$134K | 0.02% | 557 |
|
|
2024
Q2 | $384K | Buy |
5,705
+775
| +16% | +$52.2K | 0.02% | 581 |
|
|
2024
Q1 | $336K | Buy |
4,930
+33
| +0.7% | +$2.25K | 0.02% | 493 |
|
|
2023
Q4 | $313K | Sell |
4,897
-153
| -3% | -$9.77K | 0.02% | 435 |
|
|
2023
Q3 | $288K | Buy |
5,050
+361
| +8% | +$20.6K | 0.05% | 304 |
|
|
2023
Q2 | $286K | Sell |
4,689
-257
| -5% | -$15.7K | 0.06% | 258 |
|
|
2023
Q1 | $295K | Sell |
4,946
-6,570
| -57% | -$392K | 0.09% | 209 |
|
|
2022
Q4 | $625K | Buy |
+11,516
| New | +$625K | 0.24% | 84 |
|