Sugarloaf Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.46K | Sell |
100
-2,159
| -96% | -$140K | ﹤0.01% | 550 |
|
|
2024
Q3 | $163K | Buy |
2,259
+623
| +38% | +$44.9K | 0.03% | 197 |
|
|
2024
Q2 | $110K | Hold |
1,636
| – | – | 0.02% | 222 |
|
|
2024
Q1 | $111K | Buy |
1,636
+101
| +7% | +$6.88K | 0.02% | 219 |
|
|
2023
Q4 | $98.1K | Hold |
1,535
| – | – | 0.02% | 219 |
|
|
2023
Q3 | $87.6K | Buy |
1,535
+18
| +1% | +$1.03K | 0.02% | 220 |
|
|
2023
Q2 | $92.4K | Hold |
1,517
| – | – | 0.02% | 211 |
|
|
2023
Q1 | $90.4K | Sell |
1,517
-147
| -9% | -$8.76K | 0.02% | 211 |
|
|
2022
Q4 | $90.3K | Hold |
1,664
| – | – | 0.02% | 209 |
|
|
2022
Q3 | $78K | Buy |
+1,664
| New | +$78K | 0.02% | 226 |
|