SWA
SOA Wealth Advisors’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 | $250K | Buy |
3,358
+3
| +0.1% | +$223 | 0.05% | 177 |
|
|
2025
Q1 | $226K | Hold |
3,355
| – | – | 0.05% | 172 |
|
|
2024
Q4 | $217K | Buy |
3,355
+272
| +9% | +$17.6K | 0.04% | 175 |
|
|
2024
Q3 | $222K | Buy |
3,083
+10
| +0.3% | +$720 | 0.04% | 175 |
|
|
2024
Q2 | $207K | Hold |
3,073
| – | – | 0.04% | 178 |
|
|
2024
Q1 | $209K | Hold |
3,073
| – | – | 0.04% | 176 |
|
|
2023
Q4 | $196K | Buy |
3,073
+169
| +6% | +$10.8K | 0.04% | 177 |
|
|
2023
Q3 | $166K | Hold |
2,904
| – | – | 0.04% | 183 |
|
|
2023
Q2 | $177K | Hold |
2,904
| – | – | 0.04% | 175 |
|
|
2023
Q1 | $173K | Buy |
2,904
+490
| +20% | +$29.2K | 0.04% | 169 |
|
|
2022
Q4 | $131K | Buy |
2,414
+1,727
| +251% | +$93.7K | 0.04% | 193 |
|
|
2022
Q3 | $32K | Buy |
687
+203
| +42% | +$9.46K | 0.01% | 311 |
|
|
2022
Q2 | $25K | Buy |
+484
| New | +$25K | 0.01% | 347 |
|