SVB Wealth’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
Q1 | – | Sell |
-3,838
| Closed | -$245K | – | 870 |
|
|
2023
Q4 | $245K | Sell |
3,838
-775
| -17% | -$49.5K | 0.01% | 697 |
|
|
2023
Q3 | $263K | Sell |
4,613
-9
| -0.2% | -$514 | 0.01% | 655 |
|
|
2023
Q2 | $282K | Sell |
4,622
-28
| -0.6% | -$1.71K | 0.01% | 702 |
|
|
2023
Q1 | $277K | Buy |
+4,650
| New | +$277K | ﹤0.01% | 747 |
|