SWM
SigFig Wealth Management’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 | $17.2M | Sell |
231,283
-444
| -0.2% | -$33.1K | 0.57% | 26 |
|
|
2025
Q1 | $15.7M | Sell |
231,727
-1,598
| -0.7% | -$108K | 0.57% | 26 |
|
|
2024
Q4 | $15.1M | Buy |
233,325
+29,543
| +14% | +$1.91M | 0.55% | 27 |
|
|
2024
Q3 | $14.7M | Buy |
203,782
+20,058
| +11% | +$1.45M | 0.53% | 25 |
|
|
2024
Q2 | $12.4M | Buy |
183,724
+18,627
| +11% | +$1.26M | 0.47% | 29 |
|
|
2024
Q1 | $11.2M | Buy |
165,097
+17,404
| +12% | +$1.19M | 0.41% | 33 |
|
|
2023
Q4 | $9.43M | Buy |
147,693
+22,313
| +18% | +$1.43M | 0.36% | 36 |
|
|
2023
Q3 | $7.16M | Buy |
125,380
+24,222
| +24% | +$1.38M | 0.29% | 36 |
|
|
2023
Q2 | $6.07M | Buy |
101,158
+15,184
| +18% | +$911K | 0.24% | 48 |
|
|
2023
Q1 | $5.12M | Buy |
85,974
+16,848
| +24% | +$1M | 0.28% | 45 |
|
|
2022
Q4 | $3.83M | Buy |
69,126
+16,541
| +31% | +$915K | 0.19% | 48 |
|
|
2022
Q3 | $2.63M | Buy |
52,585
+28,532
| +119% | +$1.43M | 0.14% | 55 |
|
|
2022
Q2 | $1.4M | Buy |
24,053
+11,008
| +84% | +$639K | 0.07% | 66 |
|
|
2022
Q1 | $791K | Buy |
13,045
+3,066
| +31% | +$186K | 0.04% | 77 |
|
|
2021
Q4 | $677K | Buy |
9,979
+3,001
| +43% | +$204K | 0.03% | 77 |
|
|
2021
Q3 | $473K | Buy |
6,978
+2,833
| +68% | +$192K | 0.02% | 77 |
|
|
2021
Q2 | $281K | Buy |
+4,145
| New | +$281K | 0.01% | 79 |
|