MPW
MA Private Wealth’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 | $621K | Hold |
8,340
| – | – | 0.11% | 60 |
|
|
2025
Q1 | $562K | Hold |
8,340
| – | – | 0.11% | 55 |
|
|
2024
Q4 | $539K | Buy |
8,340
+90
| +1% | +$5.82K | 0.1% | 52 |
|
|
2024
Q3 | $594K | Buy |
8,250
+223
| +3% | +$16.1K | 0.11% | 52 |
|
|
2024
Q2 | $541K | Hold |
8,027
| – | – | 0.11% | 54 |
|
|
2024
Q1 | $547K | Hold |
8,027
| – | – | 0.11% | 50 |
|
|
2023
Q4 | $513K | Sell |
8,027
-32
| -0.4% | -$2.04K | 0.11% | 55 |
|
|
2023
Q3 | $460K | Hold |
8,059
| – | – | 0.11% | 57 |
|
|
2023
Q2 | $491K | Hold |
8,059
| – | – | 0.11% | 50 |
|
|
2023
Q1 | $480K | Buy |
8,059
+1,796
| +29% | +$107K | 0.12% | 55 |
|
|
2022
Q4 | $340K | Buy |
6,263
+1,844
| +42% | +$100K | 0.08% | 69 |
|
|
2022
Q3 | $211K | Buy |
+4,419
| New | +$211K | 0.05% | 69 |
|