OneDigital 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
Q3 | $1.03M | Sell |
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|
2025
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $2.13M | Buy |
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|
2024
Q3 | $2.1M | Buy |
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|
2024
Q2 | $1.66M | Buy |
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|
2024
Q1 | $742K | Sell |
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|
2023
Q4 | $787K | Sell |
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|
2023
Q3 | $867K | Buy |
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|
2023
Q2 | $777K | Buy |
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|
2023
Q1 | $671K | Buy |
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|
2022
Q4 | $220K | Buy |
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