ORG 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
Q1 | – | Sell |
-505
| Closed | -$32.6K | – | 1455 |
|
|
2024
Q4 | $32.6K | Buy |
505
+77
| +18% | +$4.98K | ﹤0.01% | 639 |
|
|
2024
Q3 | $30.8K | Buy |
428
+80
| +23% | +$5.76K | ﹤0.01% | 605 |
|
|
2024
Q2 | $23.4K | Buy |
+348
| New | +$23.4K | ﹤0.01% | 1026 |
|
|
2024
Q1 | – | Sell |
-408
| Closed | -$26.1K | – | 667 |
|
|
2023
Q4 | $26.1K | Buy |
408
+60
| +17% | +$3.84K | ﹤0.01% | 633 |
|
|
2023
Q3 | $19.9K | Sell |
348
-60
| -15% | -$3.43K | 0.01% | 696 |
|
|
2023
Q2 | $24.8K | Buy |
+408
| New | +$24.8K | ﹤0.01% | 830 |
|