NorthRock Partners’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
$182K Buy
2,441
+928
+61% +$69.1K ﹤0.01% 660
2025
Q1
$102K Sell
1,513
-288
-16% -$19.4K ﹤0.01% 623
2024
Q4
$116K Buy
1,801
+288
+19% +$18.6K ﹤0.01% 600
2024
Q3
$109K Sell
1,513
-2
-0.1% -$144 ﹤0.01% 643
2024
Q2
$102K Buy
1,515
+1,344
+786% +$90.6K ﹤0.01% 614
2024
Q1
$11.7K Buy
+171
New +$11.7K ﹤0.01% 724