Regal 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
Q2 | $583K | Sell |
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|
2025
Q1 | $563K | Sell |
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|
2024
Q4 | $776K | Buy |
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|
2024
Q3 | $764K | Buy |
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|
2024
Q2 | $524K | Buy |
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|
2024
Q1 | $508K | Buy |
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|
2023
Q4 | $449K | Sell |
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|
2023
Q3 | $409K | Buy |
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|
2023
Q2 | $418K | Buy |
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|
2023
Q1 | $402K | Sell |
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|
2022
Q4 | $412K | Buy |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $359K | Sell |
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|
2022
Q1 | $464K | Buy |
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|
2021
Q4 | $492K | Buy |
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|
2021
Q3 | $366K | Buy |
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|
2021
Q2 | $291K | Buy |
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