LifePlan Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Sell |
4,511
-672
| -13% | -$50K | 0.17% | 86 |
|
|
2025
Q1 | $349K | Sell |
5,183
-1,024
| -16% | -$69K | 0.2% | 74 |
|
|
2024
Q4 | $401K | Buy |
6,207
+2,449
| +65% | +$158K | 0.25% | 70 |
|
|
2024
Q3 | $271K | Buy |
3,758
+546
| +17% | +$39.3K | 0.17% | 77 |
|
|
2024
Q2 | $217K | Sell |
3,212
-55
| -2% | -$3.71K | 0.16% | 82 |
|
|
2024
Q1 | $223K | Buy |
+3,267
| New | +$223K | 0.18% | 76 |
|