Johnson Bixby & Associates’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
Q1 | – | Sell |
-4,652
| Closed | -$301K | – | 118 |
|
|
2024
Q4 | $301K | Buy |
4,652
+174
| +4% | +$11.2K | 0.05% | 92 |
|
|
2024
Q3 | $323K | Sell |
4,478
-688
| -13% | -$49.6K | 0.05% | 85 |
|
|
2024
Q2 | $348K | Sell |
5,166
-341
| -6% | -$23K | 0.06% | 77 |
|
|
2024
Q1 | $375K | Sell |
5,507
-368
| -6% | -$25.1K | 0.07% | 75 |
|
|
2023
Q4 | $375K | Sell |
5,875
-65
| -1% | -$4.15K | 0.07% | 69 |
|
|
2023
Q3 | $339K | Buy |
5,940
+92
| +2% | +$5.25K | 0.07% | 70 |
|
|
2023
Q2 | $356K | Buy |
5,848
+75
| +1% | +$4.57K | 0.07% | 73 |
|
|
2023
Q1 | $344K | Buy |
5,773
+219
| +4% | +$13.1K | 0.08% | 68 |
|
|
2022
Q4 | $301K | Sell |
5,554
-891
| -14% | -$48.4K | 0.07% | 75 |
|
|
2022
Q3 | $300K | Buy |
6,445
+726
| +13% | +$33.8K | 0.08% | 76 |
|
|
2022
Q2 | $298K | Buy |
5,719
+1,229
| +27% | +$64K | 0.07% | 78 |
|
|
2022
Q1 | $274K | Buy |
+4,490
| New | +$274K | 0.07% | 74 |
|