JMG Financial Group’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 | $700K | Sell |
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|
2025
Q2 | $696K | Hold |
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|
2025
Q1 | $629K | Sell |
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|
2024
Q4 | $778K | Sell |
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|
2024
Q3 | $1.02M | Hold |
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|
2024
Q2 | $954K | Buy |
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|
2024
Q1 | $961K | Buy |
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|
2023
Q4 | $762K | Sell |
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|
2023
Q3 | $838K | Buy |
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|
2023
Q2 | $755K | Buy |
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|
2023
Q1 | $616K | Sell |
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|
2022
Q4 | $713K | Buy |
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|
2022
Q3 | $579K | Sell |
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|
2022
Q2 | $683K | Buy |
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|
2022
Q1 | $340K | Sell |
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|
2021
Q4 | $647K | Hold |
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|
2021
Q3 | $637K | Buy |
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|
2021
Q2 | $479K | Buy |
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|
2021
Q1 | $319K | Buy |
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