IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49K | Sell |
20
-998
| -98% | -$74.2K | ﹤0.01% | 4033 |
|
|
2025
Q1 | $68.6K | Buy |
+1,018
| New | +$68.6K | ﹤0.01% | 1739 |
|
|
2023
Q1 | – | Sell |
-6,759
| Closed | -$350K | – | 3631 |
|
|
2022
Q4 | $350K | Buy |
6,759
+1,413
| +26% | +$73.2K | 0.01% | 1069 |
|
|
2022
Q3 | $275K | Buy |
5,346
+2,320
| +77% | +$119K | 0.01% | 1241 |
|
|
2022
Q2 | $158K | Hold |
3,026
| – | – | 0.01% | 1419 |
|
|
2022
Q1 | $158K | Buy |
+3,026
| New | +$158K | 0.01% | 1419 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3618 |
|
|
2021
Q2 | – | Sell |
-107
| Closed | -$7K | – | 3350 |
|
|
2021
Q1 | $7K | Buy |
+107
| New | +$7K | ﹤0.01% | 2254 |
|