Gen-Wealth Partners’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 | $179K | Sell |
2,406
-26
| -1% | -$1.94K | 0.07% | 232 |
|
|
2025
Q1 | $164K | Sell |
2,432
-1,304
| -35% | -$87.8K | 0.07% | 230 |
|
|
2024
Q4 | $241K | Sell |
3,736
-149
| -4% | -$9.63K | 0.1% | 191 |
|
|
2024
Q3 | $266K | Buy |
3,885
+1,003
| +35% | +$68.6K | 0.12% | 181 |
|
|
2024
Q2 | $194K | Buy |
2,882
+170
| +6% | +$11.5K | 0.09% | 213 |
|
|
2024
Q1 | $185K | Buy |
+2,712
| New | +$185K | 0.09% | 211 |
|