Morningstar Investment Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-32,296
| Closed | -$2.33M | – | 198 |
|
|
2024
Q3 | $2.33M | Buy |
32,296
+11,760
| +57% | +$850K | 0.02% | 165 |
|
|
2024
Q2 | $1.38M | Buy |
20,536
+7,568
| +58% | +$510K | 0.02% | 182 |
|
|
2024
Q1 | $890K | Sell |
12,968
-5,256
| -29% | -$361K | 0.01% | 193 |
|
|
2023
Q4 | $1.17M | Buy |
18,224
+12,749
| +233% | +$817K | 0.01% | 217 |
|
|
2023
Q3 | $312K | Buy |
+5,475
| New | +$312K | ﹤0.01% | 243 |
|