Morton Brown Family 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
Q3 | $4.54K | Hold |
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|
2025
Q2 | $4.47K | Hold |
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|
2025
Q1 | $4.04K | Hold |
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|
2024
Q4 | $3.88K | Hold |
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|
2024
Q3 | $4.32K | Hold |
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|
2024
Q2 | $4.1K | Sell |
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|
2024
Q1 | $6.54K | Hold |
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|
2023
Q4 | $6.13K | Buy |
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|
2023
Q3 | $4.34K | Hold |
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|
2023
Q2 | $4.63K | Hold |
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|
2023
Q1 | $4.53K | Sell |
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|
2022
Q4 | $81.9K | Buy |
|