Atria Wealth Solutions’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 Q2	$205K	Sell	2,757 -24,951	-90%	-$1.76M	﹤0.01%	1379
2025 Q1	$1.87M	Sell	27,708 -26,092	-48%	-$1.77M	0.02%	660
2024 Q4	$3.48M	Buy	53,800 +3,943	+8%	+$268K	0.04%	459
2024 Q3	$3.59M	Buy	49,857 +12,266	+33%	+$849K	0.04%	434
2024 Q2	$2.53M	Sell	37,591 -127	-0.3%	-$8.58K	0.03%	556
2024 Q1	$2.57M	Sell	37,718 -820	-2%	-$53.8K	0.03%	553
2023 Q4	$2.46M	Buy	38,538 +860	+2%	+$50.9K	0.03%	542
2023 Q3	$2.15M	Buy	37,678 +1,358	+4%	+$81.2K	0.03%	534
2023 Q2	$2.21M	Buy	36,320 +2,580	+8%	+$156K	0.03%	537
2023 Q1	$2.01M	Buy	33,740 +730	+2%	+$42.4K	0.03%	537
2022 Q4	$1.79M	Buy	33,010 +1,978	+6%	+$102K	0.03%	555
2022 Q3	$1.45M	Buy	31,032 +492	+2%	+$25.6K	0.03%	599
2022 Q2	$1.59M	Sell	30,540 -518	-2%	-$29.1K	0.03%	520
2022 Q1	$1.9M	Buy	+31,058	New	+$1.97M	0.03%	497