West Wealth Group’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 | $233K | Sell |
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|
2025
Q2 | $227K | Sell |
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|
2025
Q1 | $210K | Sell |
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|
2024
Q4 | $368K | Buy |
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|
2024
Q3 | $342K | Buy |
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|
2024
Q2 | $264K | Sell |
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|
2024
Q1 | $274K | Buy |
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|
2023
Q4 | $252K | Buy |
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|
2023
Q3 | $220K | Buy |
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|
2023
Q2 | $218K | Sell |
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|
2023
Q1 | $215K | Sell |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $214K | Buy |
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