Van Hulzen Asset 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
Q1 | – | Sell |
-2,373
| Closed | -$153K | – | 493 |
|
|
2024
Q4 | $153K | Buy |
+2,373
| New | +$153K | 0.01% | 345 |
|
|
2022
Q1 | – | Sell |
-4,656
| Closed | -$320K | – | 316 |
|
|
2021
Q4 | $320K | Buy |
4,656
+84
| +2% | +$5.77K | 0.04% | 230 |
|
|
2021
Q3 | $310K | Buy |
4,572
+772
| +20% | +$52.3K | 0.05% | 211 |
|
|
2021
Q2 | $257K | Hold |
3,800
| – | – | 0.04% | 222 |
|
|
2021
Q1 | $247K | Hold |
3,800
| – | – | 0.04% | 219 |
|
|
2020
Q4 | $240K | Buy |
+3,800
| New | +$240K | 0.04% | 238 |
|