WealthShield Partners’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 | $11.5K | Sell |
155
-1
| -0.6% | -$74 | ﹤0.01% | 488 |
|
|
2025
Q1 | $10.5K | Sell |
156
-626
| -80% | -$42.2K | ﹤0.01% | 477 |
|
|
2024
Q4 | $50.5K | Buy |
782
+51
| +7% | +$3.3K | 0.01% | 378 |
|
|
2024
Q3 | $52.7K | Buy |
731
+184
| +34% | +$13.3K | 0.01% | 384 |
|
|
2024
Q2 | $36.9K | Hold |
547
| – | – | 0.01% | 369 |
|
|
2024
Q1 | $37.3K | Buy |
547
+48
| +10% | +$3.27K | 0.01% | 357 |
|
|
2023
Q4 | $31.9K | Sell |
499
-27
| -5% | -$1.73K | 0.01% | 383 |
|
|
2023
Q3 | $30K | Hold |
526
| – | – | ﹤0.01% | 394 |
|
|
2023
Q2 | $32K | Hold |
526
| – | – | ﹤0.01% | 400 |
|
|
2023
Q1 | $31.3K | Buy |
+526
| New | +$31.3K | 0.01% | 399 |
|
|
2021
Q3 | – | Sell |
-537
| Closed | -$36K | – | 347 |
|
|
2021
Q2 | $36K | Hold |
537
| – | – | 0.01% | 542 |
|
|
2021
Q1 | $35K | Buy |
+537
| New | +$35K | 0.01% | 531 |
|