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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$301K Buy
4,045
+708
+21% +$52.7K 0.01% 258
2025
Q1 		$225K Buy
+3,337
New +$225K 0.01% 286