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

Connecticut Wealth Management’s Portfolio DMXF Stock Details DMXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$306K	Hold
2025 Q2	$301K	Buy
2025 Q1	$225K	Buy