Venturi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $231K | Sell |
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|
2025
Q2 | $232K | Sell |
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|
2025
Q1 | $224K | Sell |
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|
2024
Q4 | $267K | Buy |
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|
2024
Q3 | $269K | Buy |
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|
2024
Q2 | $248K | Buy |
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|
2024
Q1 | $246K | Buy |
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|
2023
Q4 | $226K | Buy |
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|
2023
Q3 | $192K | Buy |
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|
2023
Q2 | $199K | Hold |
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|
2023
Q1 | $195K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Buy |
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|
2021
Q4 | $189K | Buy |
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