Regal 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 | $583K | Sell |
7,832
-524
| -6% | -$39K | 0.04% | 324 |
|
|
2025
Q1 | $563K | Sell |
8,356
-3,658
| -30% | -$246K | 0.05% | 302 |
|
|
2024
Q4 | $776K | Buy |
12,014
+1,409
| +13% | +$91.1K | 0.06% | 260 |
|
|
2024
Q3 | $764K | Buy |
10,605
+2,829
| +36% | +$204K | 0.05% | 280 |
|
|
2024
Q2 | $524K | Buy |
7,776
+317
| +4% | +$21.4K | 0.03% | 343 |
|
|
2024
Q1 | $508K | Buy |
7,459
+437
| +6% | +$29.8K | 0.03% | 360 |
|
|
2023
Q4 | $449K | Sell |
7,022
-138
| -2% | -$8.82K | 0.03% | 347 |
|
|
2023
Q3 | $409K | Buy |
7,160
+297
| +4% | +$17K | 0.03% | 326 |
|
|
2023
Q2 | $418K | Buy |
6,863
+122
| +2% | +$7.43K | 0.04% | 327 |
|
|
2023
Q1 | $402K | Sell |
6,741
-857
| -11% | -$51.1K | 0.04% | 326 |
|
|
2022
Q4 | $412K | Buy |
7,598
+337
| +5% | +$18.3K | 0.04% | 312 |
|
|
2022
Q3 | $338K | Buy |
7,261
+381
| +6% | +$17.7K | 0.04% | 335 |
|
|
2022
Q2 | $359K | Sell |
6,880
-728
| -10% | -$38K | 0.04% | 339 |
|
|
2022
Q1 | $464K | Buy |
7,608
+459
| +6% | +$28K | 0.04% | 321 |
|
|
2021
Q4 | $492K | Buy |
7,149
+1,745
| +32% | +$120K | 0.04% | 335 |
|
|
2021
Q3 | $366K | Buy |
5,404
+1,099
| +26% | +$74.4K | 0.04% | 378 |
|
|
2021
Q2 | $291K | Buy |
+4,305
| New | +$291K | 0.03% | 428 |
|