Mount Yale Investment Advisors’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
Q2 | $76.2K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $410K | Buy |
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|
2024
Q2 | $338K | Sell |
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|
2024
Q1 | $490K | Buy |
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|
2023
Q4 | $440K | Buy |
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|
2023
Q3 | $383K | Buy |
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|
2023
Q2 | $379K | Buy |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $357K | Buy |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $293K | Buy |
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