Steward Partners Investment Advisory’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 | $433K | Sell |
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|
2025
Q2 | $1.32M | Sell |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $1.75M | Buy |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $846K | Buy |
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|
2023
Q2 | $760K | Buy |
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|
2023
Q1 | $701K | Buy |
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|
2022
Q4 | $562K | Buy |
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|
2022
Q3 | $341K | Buy |
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|
2022
Q2 | $371K | Sell |
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|
2022
Q1 | $443K | Buy |
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|
2021
Q4 | $196K | Sell |
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|
2021
Q3 | $194K | Buy |
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|
2021
Q2 | $165K | Sell |
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|
2021
Q1 | $171K | Buy |
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|
2020
Q4 | $46K | Buy |
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