Financial 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 | $997K | Buy |
13,395
+8,314
| +164% | +$619K | 0.19% | 29 |
|
|
2025
Q1 | $342K | Hold |
5,081
| – | – | 0.07% | 56 |
|
|
2024
Q4 | $328K | Buy |
5,081
+41
| +0.8% | +$2.65K | 0.06% | 61 |
|
|
2024
Q3 | $363K | Buy |
+5,040
| New | +$363K | 0.07% | 56 |
|
|
2022
Q2 | – | Sell |
-3,833
| Closed | -$234K | – | 79 |
|
|
2022
Q1 | $234K | Hold |
3,833
| – | – | 0.07% | 78 |
|
|
2021
Q4 | $264K | Hold |
3,833
| – | – | 0.08% | 74 |
|
|
2021
Q3 | $260K | Hold |
3,833
| – | – | 0.09% | 68 |
|
|
2021
Q2 | $260K | Buy |
+3,833
| New | +$260K | 0.09% | 71 |
|