West Wealth Group’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 | $227K | Sell |
3,119
-3
| -0.1% | -$218 | 0.06% | 104 |
|
|
2025
Q1 | $210K | Sell |
3,122
-2,577
| -45% | -$173K | 0.06% | 92 |
|
|
2024
Q4 | $368K | Buy |
5,699
+955
| +20% | +$61.7K | 0.11% | 61 |
|
|
2024
Q3 | $342K | Buy |
4,744
+823
| +21% | +$59.3K | 0.11% | 60 |
|
|
2024
Q2 | $264K | Sell |
3,921
-99
| -2% | -$6.68K | 0.09% | 67 |
|
|
2024
Q1 | $274K | Buy |
4,020
+71
| +2% | +$4.84K | 0.1% | 65 |
|
|
2023
Q4 | $252K | Buy |
3,949
+103
| +3% | +$6.58K | 0.1% | 69 |
|
|
2023
Q3 | $220K | Buy |
3,846
+269
| +8% | +$15.4K | 0.1% | 67 |
|
|
2023
Q2 | $218K | Sell |
3,577
-23
| -0.6% | -$1.4K | 0.09% | 65 |
|
|
2023
Q1 | $215K | Sell |
3,600
-134
| -4% | -$7.99K | 0.1% | 64 |
|
|
2022
Q4 | $203K | Buy |
+3,734
| New | +$203K | 0.1% | 72 |
|
|
2022
Q2 | – | Sell |
-3,522
| Closed | -$214K | – | 69 |
|
|
2022
Q1 | $214K | Buy |
+3,522
| New | +$214K | 0.09% | 60 |
|