JFS Wealth 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 | $87.9K | Sell |
1,181
-81
| -6% | -$6.03K | 0.01% | 387 |
|
|
2025
Q1 | $85K | Sell |
1,262
-895
| -41% | -$60.3K | 0.01% | 388 |
|
|
2024
Q4 | $139K | Buy |
2,157
+580
| +37% | +$37.5K | 0.01% | 327 |
|
|
2024
Q3 | $114K | Buy |
1,577
+227
| +17% | +$16.4K | 0.01% | 349 |
|
|
2024
Q2 | $91K | Buy |
1,350
+83
| +7% | +$5.6K | 0.01% | 320 |
|
|
2024
Q1 | $86.3K | Buy |
1,267
+25
| +2% | +$1.7K | 0.01% | 342 |
|
|
2023
Q4 | $79.3K | Buy |
+1,242
| New | +$79.3K | 0.01% | 341 |
|