Keystone Financial Services (Colorado)’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 | $428K | Buy |
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|
2025
Q2 | $415K | Sell |
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|
2025
Q1 | $399K | Sell |
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|
2024
Q4 | $529K | Buy |
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|
2024
Q3 | $589K | Buy |
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|
2024
Q2 | $422K | Buy |
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|
2024
Q1 | $398K | Buy |
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|
2023
Q4 | $360K | Buy |
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|
2023
Q3 | $284K | Buy |
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|
2023
Q2 | $301K | Buy |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $293K | Sell |
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|
2022
Q3 | $321K | Sell |
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|
2022
Q2 | $366K | Sell |
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|
2022
Q1 | $436K | Buy |
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|
2021
Q4 | $454K | Buy |
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