VERITY Wealth Advisors’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 | $988K | Hold |
13,266
| – | – | 0.66% | 28 |
|
|
2025
Q1 | $893K | Buy |
13,266
+426
| +3% | +$28.7K | 0.66% | 31 |
|
|
2024
Q4 | $830K | Hold |
12,840
| – | – | 0.6% | 33 |
|
|
2024
Q3 | $925K | Hold |
12,840
| – | – | 0.65% | 33 |
|
|
2024
Q2 | $866K | Hold |
12,840
| – | – | 0.65% | 31 |
|
|
2024
Q1 | $875K | Buy |
12,840
+2,771
| +28% | +$189K | 0.67% | 31 |
|
|
2023
Q4 | $643K | Sell |
10,069
-276
| -3% | -$17.6K | 0.55% | 37 |
|
|
2023
Q3 | $591K | Buy |
10,345
+228
| +2% | +$13K | 0.56% | 36 |
|
|
2023
Q2 | $616K | Buy |
10,117
+731
| +8% | +$44.5K | 0.55% | 35 |
|
|
2023
Q1 | $559K | Hold |
9,386
| – | – | 0.52% | 38 |
|
|
2022
Q4 | $509K | Sell |
9,386
-1,288
| -12% | -$69.9K | 0.5% | 41 |
|
|
2022
Q3 | $497K | Sell |
10,674
-227
| -2% | -$10.6K | 0.51% | 39 |
|
|
2022
Q2 | $568K | Buy |
+10,901
| New | +$568K | 0.55% | 37 |
|