Morton Brown Family 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
Q2 | $4.47K | Hold |
60
| – | – | ﹤0.01% | 242 |
|
|
2025
Q1 | $4.04K | Hold |
60
| – | – | ﹤0.01% | 248 |
|
|
2024
Q4 | $3.88K | Hold |
60
| – | – | ﹤0.01% | 211 |
|
|
2024
Q3 | $4.32K | Hold |
60
| – | – | ﹤0.01% | 202 |
|
|
2024
Q2 | $4.1K | Sell |
60
-36
| -38% | -$2.46K | ﹤0.01% | 178 |
|
|
2024
Q1 | $6.54K | Hold |
96
| – | – | ﹤0.01% | 170 |
|
|
2023
Q4 | $6.13K | Buy |
96
+20
| +26% | +$1.28K | ﹤0.01% | 205 |
|
|
2023
Q3 | $4.34K | Hold |
76
| – | – | ﹤0.01% | 152 |
|
|
2023
Q2 | $4.63K | Hold |
76
| – | – | ﹤0.01% | 144 |
|
|
2023
Q1 | $4.53K | Sell |
76
-1,433
| -95% | -$85.4K | ﹤0.01% | 160 |
|
|
2022
Q4 | $81.9K | Buy |
+1,509
| New | +$81.9K | 0.06% | 67 |
|