MA Private Wealth’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
Q2 | $621K | Hold |
|
|||||
|
2025
Q1 | $562K | Hold |
|
|||||
|
2024
Q4 | $539K | Buy |
|
|||||
|
2024
Q3 | $594K | Buy |
|
|||||
|
2024
Q2 | $541K | Hold |
|
|||||
|
2024
Q1 | $547K | Hold |
|
|||||
|
2023
Q4 | $513K | Sell |
|
|||||
|
2023
Q3 | $460K | Hold |
|
|||||
|
2023
Q2 | $491K | Hold |
|
|||||
|
2023
Q1 | $480K | Buy |
|
|||||
|
2022
Q4 | $340K | Buy |
|
|||||
|
2022
Q3 | $211K | Buy |
|