Mount Yale Investment Advisors’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 | $76.2K | Buy |
+1,024
| New | +$76.2K | 0.01% | 706 |
|
|
2024
Q4 | – | Sell |
-5,693
| Closed | -$410K | – | 552 |
|
|
2024
Q3 | $410K | Buy |
5,693
+675
| +13% | +$48.6K | 0.04% | 371 |
|
|
2024
Q2 | $338K | Sell |
5,018
-2,178
| -30% | -$147K | 0.03% | 409 |
|
|
2024
Q1 | $490K | Buy |
7,196
+307
| +4% | +$20.9K | 0.04% | 352 |
|
|
2023
Q4 | $440K | Buy |
6,889
+177
| +3% | +$11.3K | 0.04% | 343 |
|
|
2023
Q3 | $383K | Buy |
6,712
+486
| +8% | +$27.7K | 0.04% | 351 |
|
|
2023
Q2 | $379K | Buy |
6,226
+686
| +12% | +$41.8K | 0.04% | 348 |
|
|
2023
Q1 | $330K | Sell |
5,540
-1,045
| -16% | -$62.3K | 0.04% | 362 |
|
|
2022
Q4 | $357K | Buy |
6,585
+1,382
| +27% | +$75K | 0.04% | 324 |
|
|
2022
Q3 | $242K | Buy |
+5,203
| New | +$242K | 0.03% | 379 |
|
|
2022
Q2 | – | Sell |
-4,805
| Closed | -$293K | – | 463 |
|
|
2022
Q1 | $293K | Buy |
+4,805
| New | +$293K | 0.03% | 372 |
|