Wade Financial Advisory’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 | $1.41M | Buy |
20,865
+440
| +2% | +$29.6K | 0.48% | 31 |
|
|
2024
Q4 | $1.32M | Sell |
20,425
-525
| -3% | -$33.9K | 0.45% | 32 |
|
|
2024
Q3 | $1.51M | Buy |
20,950
+3,739
| +22% | +$269K | 0.51% | 30 |
|
|
2024
Q2 | $1.16M | Sell |
17,211
-131
| -0.8% | -$8.83K | 0.42% | 35 |
|
|
2024
Q1 | $1.18M | Sell |
17,342
-185
| -1% | -$12.6K | 0.43% | 34 |
|
|
2023
Q4 | $1.12M | Buy |
17,527
+12
| +0.1% | +$767 | 0.42% | 35 |
|
|
2023
Q3 | $1,000K | Buy |
17,515
+2,060
| +13% | +$118K | 0.43% | 34 |
|
|
2023
Q2 | $941K | Hold |
15,455
| – | – | 0.37% | 38 |
|
|
2023
Q1 | $921K | Hold |
15,455
| – | – | 0.39% | 37 |
|
|
2022
Q4 | $839K | Buy |
15,455
+8,700
| +129% | +$472K | 0.38% | 38 |
|
|
2022
Q3 | $315K | Buy |
6,755
+1,305
| +24% | +$60.9K | 0.16% | 66 |
|
|
2022
Q2 | $284K | Buy |
+5,450
| New | +$284K | 0.13% | 65 |
|