Financial Synergies Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-274
| Closed | -$18.7K | – | 166 |
|
|
2024
Q1 | $18.7K | Buy |
274
+68
| +33% | +$4.64K | ﹤0.01% | 204 |
|
|
2023
Q4 | $11.2K | Sell |
206
-46
| -18% | -$2.5K | ﹤0.01% | 179 |
|
|
2023
Q3 | $14.4K | Buy |
252
+21
| +9% | +$1.2K | ﹤0.01% | 205 |
|
|
2023
Q2 | $14.1K | Buy |
231
+12
| +5% | +$731 | ﹤0.01% | 203 |
|
|
2023
Q1 | $13.1K | Buy |
219
+13
| +6% | +$776 | ﹤0.01% | 213 |
|
|
2022
Q4 | $11.2K | Buy |
206
+24
| +13% | +$1.31K | ﹤0.01% | 179 |
|
|
2022
Q3 | $8.5K | Buy |
182
+20
| +12% | +$934 | ﹤0.01% | 171 |
|
|
2022
Q2 | $8.47K | Buy |
+162
| New | +$8.47K | ﹤0.01% | 177 |
|