Tortoise Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.3K | Buy |
635
+165
| +35% | +$12.3K | ﹤0.01% | 389 |
|
|
2025
Q1 | $31.7K | Hold |
470
| – | – | ﹤0.01% | 433 |
|
|
2024
Q4 | $30.4K | Hold |
470
| – | – | ﹤0.01% | 493 |
|
|
2024
Q3 | $33.9K | Hold |
470
| – | – | ﹤0.01% | 478 |
|
|
2024
Q2 | $31.7K | Hold |
470
| – | – | ﹤0.01% | 462 |
|
|
2024
Q1 | $32K | Hold |
470
| – | – | ﹤0.01% | 442 |
|
|
2023
Q4 | $30K | Hold |
470
| – | – | ﹤0.01% | 436 |
|
|
2023
Q3 | $26.8K | Hold |
470
| – | – | ﹤0.01% | 428 |
|
|
2023
Q2 | $28.6K | Hold |
470
| – | – | ﹤0.01% | 419 |
|
|
2023
Q1 | $28K | Hold |
470
| – | – | ﹤0.01% | 412 |
|
|
2022
Q4 | $25.5K | Hold |
470
| – | – | ﹤0.01% | 421 |
|
|
2022
Q3 | $22K | Buy |
470
+275
| +141% | +$12.9K | ﹤0.01% | 429 |
|
|
2022
Q2 | $10K | Buy |
+195
| New | +$10K | ﹤0.01% | 510 |
|