Atwater Malick’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
2026 Q1	$2.51M	Buy	33,203 +930	+3%	+$72.7K	0.68%	27
2025 Q4	$2.43M	Buy	32,273 +455	+1%	+$34.7K	0.67%	30
2025 Q3	$2.41M	Buy	31,818 +540	+2%	+$40.2K	0.7%	30
2025 Q2	$2.33M	Buy	31,278 +1,737	+6%	+$123K	0.74%	30
2025 Q1	$1.99M	Buy	29,541 +7,502	+34%	+$508K	0.67%	30
2024 Q4	$1.42M	Hold	22,039	–	–	0.48%	32
2024 Q3	$1.59M	Buy	22,039 +1,577	+8%	+$109K	0.51%	32
2024 Q2	$1.38M	Hold	20,462	–	–	0.48%	33
2024 Q1	$1.39M	Buy	20,462 +1,540	+8%	+$101K	0.49%	32
2023 Q4	$1.21M	Buy	18,922 +157	+0.8%	+$9.29K	0.47%	31
2023 Q3	$1.07M	Buy	18,765 +678	+4%	+$40.5K	0.47%	33
2023 Q2	$1.1M	Buy	+18,087	New	+$1.1M	0.47%	28