Leonard Rickey Investment Advisors’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 | $735K | Sell |
|
|||||
|
2025
Q2 | $729K | Sell |
|
|||||
|
2025
Q1 | $705K | Sell |
|
|||||
|
2024
Q4 | $698K | Buy |
|
|||||
|
2024
Q3 | $769K | Sell |
|
|||||
|
2024
Q2 | $727K | Sell |
|
|||||
|
2024
Q1 | $744K | Sell |
|
|||||
|
2023
Q4 | $711K | Buy |
|
|||||
|
2023
Q3 | $611K | Buy |
|
|||||
|
2023
Q2 | $628K | Sell |
|
|||||
|
2023
Q1 | $619K | Buy |
|
|||||
|
2022
Q4 | $560K | Buy |
|
|||||
|
2022
Q3 | $431K | Buy |
|
|||||
|
2022
Q2 | $481K | Buy |
|
|||||
|
2022
Q1 | $553K | Buy |
|
|||||
|
2021
Q4 | $620K | Buy |
|
|||||
|
2021
Q3 | $573K | Buy |
|
|||||
|
2021
Q2 | $463K | Buy |
|