RKL Wealth Management’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 | $204K | Buy |
+2,741
| New | +$204K | 0.02% | 173 |
|
|
2025
Q1 | – | Sell |
-3,138
| Closed | -$203K | – | 175 |
|
|
2024
Q4 | $203K | Buy |
3,138
+42
| +1% | +$2.71K | 0.02% | 171 |
|
|
2024
Q3 | $223K | Hold |
3,096
| – | – | 0.02% | 150 |
|
|
2024
Q2 | $209K | Buy |
3,096
+46
| +2% | +$3.1K | 0.02% | 142 |
|
|
2024
Q1 | $208K | Sell |
3,050
-125
| -4% | -$8.52K | 0.02% | 153 |
|
|
2023
Q4 | $203K | Buy |
+3,175
| New | +$203K | 0.02% | 149 |
|