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IMA Advisory Services’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

IMA Advisory Services’s Portfolio DMXF Stock Details DMXF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$54.4M Sell
731,391
-21,464
-3% -$1.6M 5.83% 4
2025
Q1 		$50.7M Sell
752,855
-27,044
-3% -$1.82M 6.01% 4
2024
Q4 		$50.4M Buy
+779,899
New +$50.4M 6.06% 3