Keener Financial Planning’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 | $179K | Hold |
2,416
| – | – | 0.09% | 55 |
|
|
2025
Q1 | $162K | Hold |
2,416
| – | – | 0.11% | 47 |
|
|
2024
Q4 | $156K | Hold |
2,416
| – | – | 0.09% | 54 |
|
|
2024
Q3 | $174K | Sell |
2,416
-286
| -11% | -$20.6K | 0.11% | 44 |
|
|
2024
Q2 | $182K | Hold |
2,702
| – | – | 0.12% | 48 |
|
|
2024
Q1 | $185K | Hold |
2,702
| – | – | 0.13% | 45 |
|
|
2023
Q4 | $173K | Buy |
+2,702
| New | +$173K | 0.13% | 47 |
|