SHJ
Sharkey, Howes & Javer’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 | $1.36M | Buy |
18,309
+380
| +2% | +$28.3K | 0.18% | 78 |
|
|
2025
Q1 | $1.21M | Sell |
17,929
-12,718
| -41% | -$856K | 0.17% | 80 |
|
|
2024
Q4 | $1.98M | Buy |
30,647
+5,209
| +20% | +$337K | 0.28% | 61 |
|
|
2024
Q3 | $1.83M | Buy |
25,438
+4,027
| +19% | +$290K | 0.26% | 61 |
|
|
2024
Q2 | $1.44M | Buy |
21,411
+249
| +1% | +$16.8K | 0.23% | 58 |
|
|
2024
Q1 | $1.44M | Sell |
21,162
-106
| -0.5% | -$7.22K | 0.24% | 58 |
|
|
2023
Q4 | $1.36M | Buy |
21,268
+114
| +0.5% | +$7.28K | 0.24% | 54 |
|
|
2023
Q3 | $1.21M | Buy |
21,154
+2,722
| +15% | +$155K | 0.23% | 57 |
|
|
2023
Q2 | $1.12M | Buy |
18,432
+187
| +1% | +$11.4K | 0.21% | 56 |
|
|
2023
Q1 | $1.09M | Sell |
18,245
-1,465
| -7% | -$87.3K | 0.23% | 55 |
|
|
2022
Q4 | $1.07M | Buy |
19,710
+4,683
| +31% | +$254K | 0.25% | 53 |
|
|
2022
Q3 | $700K | Sell |
15,027
-1,281
| -8% | -$59.7K | 0.15% | 65 |
|
|
2022
Q2 | $850K | Sell |
16,308
-34,725
| -68% | -$1.81M | 0.21% | 51 |
|
|
2022
Q1 | $3.11M | Buy |
51,033
+5,716
| +13% | +$349K | 0.71% | 28 |
|
|
2021
Q4 | $3.12M | Buy |
45,317
+33,724
| +291% | +$2.32M | 0.7% | 27 |
|
|
2021
Q3 | $786K | Buy |
11,593
+4,224
| +57% | +$286K | 0.2% | 49 |
|
|
2021
Q2 | $499K | Buy |
7,369
+309
| +4% | +$20.9K | 0.13% | 57 |
|
|
2021
Q1 | $458K | Buy |
7,060
+3,842
| +119% | +$249K | 0.14% | 56 |
|
|
2020
Q4 | $203K | Buy |
+3,218
| New | +$203K | 0.07% | 72 |
|