Ownership history in VERITY Wealth Advisors · 15 quarters on record
This page tracks every 13F SEC filing in which VERITY Wealth Advisors reported a position in ISHARES ESG ADVANCED MSCI EAFE ETF (DMXF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 13,266 | — | 0% | 0.62% | $997K | $75.16 |
| 2025 Q3 | UNCHANGED | 13,266 | — | 0% | 0.63% | $1.0M | $73.30 |
| 2025 Q2 | UNCHANGED | 13,266 | — | 0% | 0.66% | $988K | $72.04 |
| 2025 Q1 | ADDED | 13,266 | +426 | +3.3% | 0.66% | $893K | $64.16 |
| 2024 Q4 | UNCHANGED | 12,840 | — | 0% | 0.60% | $830K | $61.57 |
| 2024 Q3 | UNCHANGED | 12,840 | — | 0% | 0.65% | $925K | $67.75 |
| 2024 Q2 | UNCHANGED | 12,840 | — | 0% | 0.65% | $866K | $63.41 |
| 2024 Q1 | ADDED | 12,840 | +2,771 | +27.5% | 0.67% | $875K | $63.15 |
| 2023 Q4 | REDUCED | 10,069 | -276 | -2.7% | 0.55% | $643K | $59.21 |
| 2023 Q3 | ADDED | 10,345 | +228 | +2.3% | 0.56% | $591K | $52.43 |
As of 2025 Q4 — sorted by position size