Oliver Lagore Vanvalin Investment Group’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 | $34.8K | Buy |
+516
| New | +$34.8K | 0.01% | 291 |
|
|
2024
Q4 | $51.8K | Buy |
802
+9
| +1% | +$582 | 0.01% | 249 |
|
|
2024
Q3 | $57.1K | Buy |
793
+152
| +24% | +$10.9K | 0.02% | 236 |
|
|
2024
Q2 | $43.2K | Sell |
641
-21
| -3% | -$1.42K | 0.01% | 254 |
|
|
2024
Q1 | $45.1K | Buy |
662
+41
| +7% | +$2.79K | 0.01% | 247 |
|
|
2023
Q4 | $39.7K | Buy |
621
+24
| +4% | +$1.53K | 0.01% | 237 |
|
|
2023
Q3 | $34.1K | Hold |
597
| – | – | 0.01% | 281 |
|
|
2023
Q2 | $36.4K | Sell |
597
-12
| -2% | -$731 | 0.01% | 287 |
|
|
2023
Q1 | $36.3K | Sell |
609
-644
| -51% | -$38.4K | 0.02% | 218 |
|
|
2022
Q4 | $68K | Sell |
1,253
-372
| -23% | -$20.2K | 0.04% | 155 |
|
|
2022
Q3 | $76K | Sell |
1,625
-122
| -7% | -$5.71K | 0.05% | 137 |
|
|
2022
Q2 | $91K | Sell |
1,747
-466
| -21% | -$24.3K | 0.05% | 138 |
|
|
2022
Q1 | $130K | Buy |
+2,213
| New | +$130K | 0.09% | 112 |
|