IWA
Invera Wealth Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.65M | Sell |
69,029
-1,068
| -2% | -$71.9K | 5.47% | 3 |
|
|
2024
Q4 | $4.71M | Sell |
70,097
-904
| -1% | -$60.7K | 4.66% | 7 |
|
|
2024
Q3 | $4.92M | Buy |
71,001
+613
| +0.9% | +$42.4K | 4.89% | 6 |
|
|
2024
Q2 | $4.89M | Buy |
70,388
+1,137
| +2% | +$79K | 5.01% | 6 |
|
|
2024
Q1 | $4.48M | Buy |
69,251
+403
| +0.6% | +$26K | 3.8% | 6 |
|
|
2023
Q4 | $4.4M | Buy |
+68,848
| New | +$4.4M | 2.75% | 7 |
|