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Concentric Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Concentric Wealth Management’s Portfolio DMXF Stock Details DMXF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$291K Hold
4,043
– – 0.07% 117
2024
Q2 		$273K Buy
4,043
+23
+0.6% +$1.55K 0.07% 114
2024
Q1 		$274K Buy
+4,020
New +$274K 0.07% 117