Hoxton Planning & Management’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 | $222K | Sell |
2,986
-637
| -18% | -$47.4K | 0.08% | 189 |
|
|
2025
Q1 | $244K | Sell |
3,623
-168
| -4% | -$11.3K | 0.09% | 168 |
|
|
2024
Q4 | $245K | Buy |
3,791
+389
| +11% | +$25.1K | 0.09% | 177 |
|
|
2024
Q3 | $245K | Buy |
+3,402
| New | +$245K | 0.09% | 178 |
|
|
2023
Q2 | – | Sell |
-6,382
| Closed | -$380K | – | 150 |
|
|
2023
Q1 | $380K | Sell |
6,382
-229
| -3% | -$13.6K | 0.21% | 97 |
|
|
2022
Q4 | $359K | Buy |
+6,611
| New | +$359K | 0.19% | 102 |
|