Monterey Private Wealth’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
Q1 | $364K | Hold |
5,404
| – | – | 0.11% | 84 |
|
|
2024
Q4 | $349K | Buy |
5,404
+74
| +1% | +$4.78K | 0.12% | 84 |
|
|
2024
Q3 | $384K | Buy |
5,330
+148
| +3% | +$10.7K | 0.13% | 72 |
|
|
2024
Q2 | $349K | Buy |
5,182
+76
| +1% | +$5.13K | 0.13% | 71 |
|
|
2024
Q1 | $348K | Hold |
5,106
| – | – | 0.14% | 69 |
|
|
2023
Q4 | $326K | Buy |
5,106
+46
| +0.9% | +$2.94K | 0.15% | 70 |
|
|
2023
Q3 | $289K | Hold |
5,060
| – | – | 0.15% | 68 |
|
|
2023
Q2 | $308K | Buy |
+5,060
| New | +$308K | 0.15% | 71 |
|