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 |
|