Mogy Joel R Investment Counsel’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 | $94.2K | Hold |
1,265
| – | – | 0.01% | 104 |
|
|
2025
Q1 | $85.2K | Buy |
1,265
+150
| +13% | +$10.1K | 0.01% | 101 |
|
|
2024
Q4 | $72.1K | Hold |
1,115
| – | – | ﹤0.01% | 105 |
|
|
2024
Q3 | $80.3K | Sell |
1,115
-60
| -5% | -$4.32K | ﹤0.01% | 106 |
|
|
2024
Q2 | $79.2K | Hold |
1,175
| – | – | 0.01% | 103 |
|
|
2024
Q1 | $80.1K | Buy |
+1,175
| New | +$80.1K | 0.01% | 111 |
|