Financial Connections Group’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 | $5.62M | Sell |
75,545
-721
| -0.9% | -$53.7K | 2.32% | 16 |
|
|
2025
Q1 | $5.14M | Buy |
76,266
+10,490
| +16% | +$706K | 2.31% | 16 |
|
|
2024
Q4 | $4.25M | Buy |
65,776
+1,681
| +3% | +$109K | 2.04% | 14 |
|
|
2024
Q3 | $4.62M | Buy |
64,095
+3,254
| +5% | +$234K | 2.27% | 14 |
|
|
2024
Q2 | $4.1M | Buy |
60,841
+29
| +0% | +$1.96K | 2.13% | 14 |
|
|
2024
Q1 | $4.14M | Buy |
60,812
+4,560
| +8% | +$311K | 4.54% | 6 |
|
|
2023
Q4 | $3.59M | Buy |
56,252
+4,561
| +9% | +$291K | 2.33% | 13 |
|
|
2023
Q3 | $2.95M | Buy |
51,691
+2,425
| +5% | +$138K | 3.64% | 9 |
|
|
2023
Q2 | $3M | Sell |
49,266
-3,416
| -6% | -$208K | 1.97% | 16 |
|
|
2023
Q1 | $3.14M | Sell |
52,682
-1,476
| -3% | -$87.9K | 2.23% | 14 |
|
|
2022
Q4 | $2.94M | Sell |
54,158
-95
| -0.2% | -$5.16K | 2.32% | 12 |
|
|
2022
Q3 | $2.53M | Buy |
54,253
+133
| +0.2% | +$6.2K | 2.13% | 14 |
|
|
2022
Q2 | $2.82M | Buy |
54,120
+21,765
| +67% | +$1.13M | 2.49% | 14 |
|
|
2022
Q1 | $1.97M | Buy |
32,355
+8,855
| +38% | +$540K | 1.98% | 15 |
|
|
2021
Q4 | $1.62M | Buy |
+23,500
| New | +$1.62M | 1.59% | 16 |
|