Regatta Capital Group’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 | $3.58M | Buy |
48,157
+20,740
| +76% | +$1.54M | 0.62% | 29 |
|
|
2025
Q1 | $1.85M | Sell |
27,417
-14,222
| -34% | -$958K | 0.36% | 52 |
|
|
2024
Q4 | $2.69M | Buy |
41,639
+4,213
| +11% | +$272K | 0.52% | 32 |
|
|
2024
Q3 | $2.7M | Buy |
37,426
+4,921
| +15% | +$355K | 0.52% | 37 |
|
|
2024
Q2 | $2.19M | Buy |
32,505
+5,245
| +19% | +$354K | 0.47% | 43 |
|
|
2024
Q1 | $1.86M | Buy |
+27,260
| New | +$1.86M | 0.42% | 47 |
|