Milestone 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 | $175K | Hold |
2,351
| – | – | 0.05% | 83 |
|
|
2025
Q1 | $158K | Hold |
2,351
| – | – | 0.04% | 85 |
|
|
2024
Q4 | $152K | Sell |
2,351
-12
| -0.5% | -$775 | 0.04% | 85 |
|
|
2024
Q3 | $170K | Hold |
2,363
| – | – | 0.05% | 83 |
|
|
2024
Q2 | $159K | Buy |
2,363
+4
| +0.2% | +$270 | 0.04% | 81 |
|
|
2024
Q1 | $161K | Sell |
2,359
-4
| -0.2% | -$273 | 0.04% | 80 |
|
|
2023
Q4 | $151K | Buy |
2,363
+2
| +0.1% | +$128 | 0.04% | 75 |
|
|
2023
Q3 | $135K | Hold |
2,361
| – | – | 0.04% | 127 |
|
|
2023
Q2 | $144K | Buy |
2,361
+574
| +32% | +$35K | 0.04% | 72 |
|
|
2023
Q1 | $106K | Hold |
1,787
| – | – | 0.03% | 139 |
|
|
2022
Q4 | $97K | Buy |
+1,787
| New | +$97K | 0.03% | 73 |
|