Patriot Financial Group Insurance Agency’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
Q2 | – | Sell |
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|
2025
Q1 | $206K | Sell |
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|
2024
Q4 | $252K | Sell |
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|
2024
Q3 | $379K | Buy |
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|
2024
Q2 | $344K | Buy |
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|
2024
Q1 | $339K | Sell |
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|
2023
Q4 | $337K | Buy |
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|
2023
Q3 | $301K | Sell |
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|
2023
Q2 | $325K | Buy |
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|
2023
Q1 | $316K | Sell |
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|
2022
Q4 | $293K | Sell |
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|
2022
Q3 | $253K | Sell |
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|
2022
Q2 | $291K | Sell |
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|
2022
Q1 | $369K | Sell |
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|
2021
Q4 | $462K | Buy |
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|
2021
Q3 | $425K | Buy |
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|
2021
Q2 | $400K | Buy |
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|
2021
Q1 | $307K | Buy |
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|
2020
Q4 | $256K | Buy |
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