OneDigital 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 | $1.78M | Buy |
23,848
+5,489
| +30% | +$409K | 0.02% | 462 |
|
|
2025
Q1 | $1.24M | Sell |
18,359
-14,663
| -44% | -$987K | 0.01% | 542 |
|
|
2024
Q4 | $2.13M | Buy |
33,022
+3,923
| +13% | +$254K | 0.02% | 402 |
|
|
2024
Q3 | $2.1M | Buy |
29,099
+4,528
| +18% | +$326K | 0.02% | 428 |
|
|
2024
Q2 | $1.66M | Buy |
24,571
+13,679
| +126% | +$922K | 0.02% | 472 |
|
|
2024
Q1 | $742K | Sell |
10,892
-1,434
| -12% | -$97.7K | 0.01% | 602 |
|
|
2023
Q4 | $787K | Sell |
12,326
-2,864
| -19% | -$183K | 0.01% | 557 |
|
|
2023
Q3 | $867K | Buy |
15,190
+2,440
| +19% | +$139K | 0.02% | 461 |
|
|
2023
Q2 | $777K | Buy |
12,750
+1,486
| +13% | +$90.5K | 0.02% | 484 |
|
|
2023
Q1 | $671K | Buy |
11,264
+7,219
| +178% | +$430K | 0.02% | 514 |
|
|
2022
Q4 | $220K | Buy |
+4,045
| New | +$220K | 0.01% | 746 |
|