Horst & Graben Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $1.57M | Sell |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $2.29M | Buy |
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|
2024
Q3 | $2.01M | Buy |
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|
2024
Q2 | $1.62M | Buy |
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|
2024
Q1 | $1.62M | Buy |
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|
2023
Q4 | $1.46M | Buy |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $1.36M | Sell |
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|
2023
Q1 | $1.35M | Sell |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $1.15M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $914K | Buy |
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|
2020
Q4 | $421K | Buy |
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