RWA Wealth Partners’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 | $9.62M | Buy |
129,176
+30,902
| +31% | +$2.3M | 0.12% | 109 |
|
|
2025
Q1 | $6.62M | Sell |
98,274
-3,288
| -3% | -$221K | 0.08% | 130 |
|
|
2024
Q4 | $6.56M | Buy |
101,562
+1,811
| +2% | +$117K | 0.08% | 132 |
|
|
2024
Q3 | $7.19M | Sell |
99,751
-4,376
| -4% | -$315K | 0.09% | 125 |
|
|
2024
Q2 | $7.02M | Buy |
104,127
+7,863
| +8% | +$530K | 0.09% | 119 |
|
|
2024
Q1 | $6.56M | Buy |
96,264
+109
| +0.1% | +$7.43K | 0.09% | 126 |
|
|
2023
Q4 | $6.14M | Sell |
96,155
-30,098
| -24% | -$1.92M | 0.09% | 121 |
|
|
2023
Q3 | $7.21M | Sell |
126,253
-518
| -0.4% | -$29.6K | 0.16% | 67 |
|
|
2023
Q2 | $7.72M | Buy |
126,771
+4,791
| +4% | +$292K | 0.17% | 58 |
|
|
2023
Q1 | $7.27M | Sell |
121,980
-1,104
| -0.9% | -$65.8K | 0.17% | 49 |
|
|
2022
Q4 | $7.03M | Buy |
123,084
+11,088
| +10% | +$633K | 0.17% | 56 |
|
|
2022
Q3 | $5.22M | Buy |
+111,996
| New | +$5.22M | 0.37% | 63 |
|