LRIA
Leonard Rickey Investment Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Sell |
9,797
-855
| -8% | -$63.6K | 0.15% | 52 |
|
|
2025
Q1 | $705K | Sell |
10,652
-151
| -1% | -$9.99K | 0.15% | 49 |
|
|
2024
Q4 | $698K | Buy |
10,803
+135
| +1% | +$8.72K | 0.16% | 49 |
|
|
2024
Q3 | $769K | Sell |
10,668
-108
| -1% | -$7.78K | 0.17% | 49 |
|
|
2024
Q2 | $727K | Sell |
10,776
-142
| -1% | -$9.58K | 0.17% | 46 |
|
|
2024
Q1 | $744K | Sell |
10,918
-209
| -2% | -$14.2K | 0.19% | 45 |
|
|
2023
Q4 | $711K | Buy |
11,127
+416
| +4% | +$26.6K | 0.21% | 43 |
|
|
2023
Q3 | $611K | Buy |
10,711
+407
| +4% | +$23.2K | 0.2% | 43 |
|
|
2023
Q2 | $628K | Sell |
10,304
-89
| -0.9% | -$5.42K | 0.24% | 39 |
|
|
2023
Q1 | $619K | Buy |
10,393
+76
| +0.7% | +$4.53K | 0.24% | 37 |
|
|
2022
Q4 | $560K | Buy |
10,317
+1,070
| +12% | +$58.1K | 0.24% | 36 |
|
|
2022
Q3 | $431K | Buy |
9,247
+17
| +0.2% | +$792 | 0.2% | 40 |
|
|
2022
Q2 | $481K | Buy |
9,230
+158
| +2% | +$8.23K | 0.21% | 41 |
|
|
2022
Q1 | $553K | Buy |
9,072
+50
| +0.6% | +$3.05K | 0.21% | 43 |
|
|
2021
Q4 | $620K | Buy |
9,022
+562
| +7% | +$38.6K | 0.23% | 41 |
|
|
2021
Q3 | $573K | Buy |
8,460
+1,666
| +25% | +$113K | 0.24% | 39 |
|
|
2021
Q2 | $463K | Buy |
+6,794
| New | +$463K | 0.2% | 41 |
|