WIA
World Investment Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Sell |
7,560
-147
| -2% | -$10.9K | 0.01% | 691 |
|
|
2025
Q1 | $519K | Sell |
7,707
-2,608
| -25% | -$176K | 0.01% | 684 |
|
|
2024
Q4 | $667K | Buy |
10,315
+970
| +10% | +$62.7K | 0.02% | 575 |
|
|
2024
Q3 | $673K | Buy |
9,345
+1,538
| +20% | +$111K | 0.02% | 503 |
|
|
2024
Q2 | $526K | Buy |
7,807
+138
| +2% | +$9.31K | 0.03% | 391 |
|
|
2024
Q1 | $523K | Buy |
7,669
+198
| +3% | +$13.5K | 0.07% | 212 |
|
|
2023
Q4 | $477K | Buy |
7,471
+453
| +6% | +$28.9K | 0.06% | 228 |
|
|
2023
Q3 | $401K | Buy |
7,018
+125
| +2% | +$7.14K | 0.08% | 164 |
|
|
2023
Q2 | $420K | Sell |
6,893
-382
| -5% | -$23.3K | 0.08% | 152 |
|
|
2023
Q1 | $433K | Buy |
7,275
+2,114
| +41% | +$126K | 0.09% | 146 |
|
|
2022
Q4 | $280K | Buy |
5,161
+608
| +13% | +$33K | 0.06% | 182 |
|
|
2022
Q3 | $212K | Buy |
4,553
+893
| +24% | +$41.6K | 0.05% | 222 |
|
|
2022
Q2 | $200K | Buy |
+3,660
| New | +$200K | 0.04% | 251 |
|