Integrated Wealth Concepts’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 | $1.78M | Sell |
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|
2025
Q2 | $2.06M | Buy |
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|
2025
Q1 | $1.85M | Sell |
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|
2024
Q4 | $1.92M | Sell |
|
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|
2024
Q3 | $3.43M | Buy |
|
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|
2024
Q2 | $1.86M | Buy |
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|
2024
Q1 | $1.85M | Buy |
|
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|
2023
Q4 | $1.7M | Sell |
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|
2023
Q3 | $1.65M | Sell |
|
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|
2023
Q2 | $1.79M | Buy |
|
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|
2023
Q1 | $1.69M | Buy |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $998K | Buy |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $664K | Buy |
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|
2021
Q3 | $342K | Buy |
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|
2021
Q2 | $248K | Buy |
|