LGT Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13
| Closed | -$959 | – | 731 |
|
|
2024
Q3 | $959 | Hold |
13
| – | – | ﹤0.01% | 672 |
|
|
2024
Q2 | $898 | Hold |
13
| – | – | ﹤0.01% | 746 |
|
|
2024
Q1 | $894 | Hold |
13
| – | – | ﹤0.01% | 759 |
|
|
2023
Q4 | $838 | Hold |
13
| – | – | ﹤0.01% | 810 |
|
|
2023
Q3 | $742 | Buy |
+13
| New | +$742 | ﹤0.01% | 890 |
|
|
2023
Q1 | – | Sell |
-3,683
| Closed | -$200K | – | 106 |
|
|
2022
Q4 | $200K | Buy |
+3,683
| New | +$200K | 0.24% | 101 |
|