VERITY Wealth Advisors’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 | $1M | Hold |
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|
2025
Q2 | $988K | Hold |
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|
2025
Q1 | $893K | Buy |
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|
2024
Q4 | $830K | Hold |
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|
2024
Q3 | $925K | Hold |
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|
2024
Q2 | $866K | Hold |
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|
2024
Q1 | $875K | Buy |
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|
2023
Q4 | $643K | Sell |
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|
2023
Q3 | $591K | Buy |
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|
2023
Q2 | $616K | Buy |
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|
2023
Q1 | $559K | Hold |
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|
2022
Q4 | $509K | Sell |
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|
2022
Q3 | $497K | Sell |
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|
2022
Q2 | $568K | Buy |
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