TCWP’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $807K | Sell |
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|
2024
Q1 | $818K | Sell |
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|
2023
Q4 | $768K | Sell |
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|
2023
Q3 | $865K | Sell |
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|
2023
Q2 | $1M | Buy |
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|
2023
Q1 | $940K | Buy |
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|
2022
Q4 | $839K | Buy |
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|
2022
Q3 | $416K | Buy |
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|
2022
Q2 | $379K | Buy |
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|
2022
Q1 | $376K | Buy |
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|
2021
Q4 | $381K | Buy |
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