RWP
Revolve Wealth Partners’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
17,329
-120
| -0.7% | -$8.93K | 0.17% | 67 |
|
|
2025
Q1 | $1.17M | Buy |
17,449
+1,279
| +8% | +$86.1K | 0.17% | 72 |
|
|
2024
Q4 | $1.04M | Buy |
16,170
+1,641
| +11% | +$106K | 0.15% | 73 |
|
|
2024
Q3 | $1.05M | Buy |
14,529
+1,259
| +9% | +$90.7K | 0.16% | 72 |
|
|
2024
Q2 | $895K | Buy |
13,270
+2,651
| +25% | +$179K | 0.15% | 70 |
|
|
2024
Q1 | $723K | Buy |
10,619
+2,981
| +39% | +$203K | 0.12% | 82 |
|
|
2023
Q4 | $488K | Buy |
+7,638
| New | +$488K | 0.09% | 94 |
|