Sharkey, Howes & Javer’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $1.36M | Buy |
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|
2025
Q1 | $1.21M | Sell |
|
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|
2024
Q4 | $1.98M | Buy |
|
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|
2024
Q3 | $1.83M | Buy |
|
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|
2024
Q2 | $1.44M | Buy |
|
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|
2024
Q1 | $1.44M | Sell |
|
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|
2023
Q4 | $1.36M | Buy |
|
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|
2023
Q3 | $1.21M | Buy |
|
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|
2023
Q2 | $1.12M | Buy |
|
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|
2023
Q1 | $1.09M | Sell |
|
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|
2022
Q4 | $1.07M | Buy |
|
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|
2022
Q3 | $700K | Sell |
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|
2022
Q2 | $850K | Sell |
|
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|
2022
Q1 | $3.11M | Buy |
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|
2021
Q4 | $3.12M | Buy |
|
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|
2021
Q3 | $786K | Buy |
|
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|
2021
Q2 | $499K | Buy |
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|
2021
Q1 | $458K | Buy |
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|
2020
Q4 | $203K | Buy |
|