Creative Financial Designs’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	$1.66K	Sell	22 -29	-57%	-$2.27K	﹤0.01%	1810
2025 Q4	$3.83K	Sell	51 -169	-77%	-$12.9K	﹤0.01%	1571
2025 Q3	$16.7K	Sell	220 -1,616	-88%	-$120K	﹤0.01%	1199
2025 Q2	$137K	Sell	1,836 -273	-13%	-$19.3K	0.01%	591
2025 Q1	$142K	Sell	2,109 -48	-2%	-$3.25K	0.01%	530
2024 Q4	$139K	Buy	2,157 +492	+30%	+$33.4K	0.01%	528
2024 Q3	$120K	Buy	1,665 +37	+2%	+$2.56K	0.01%	556
2024 Q2	$110K	Buy	1,628 +69	+4%	+$4.66K	0.01%	567
2024 Q1	$106K	Hold	1,559	–	–	0.01%	553
2023 Q4	$99.6K	Sell	1,559 -52	-3%	-$3.08K	0.01%	538
2023 Q3	$92K	Sell	1,611 -263	-14%	-$15.7K	0.01%	504
2023 Q2	$114K	Sell	1,874 -462	-20%	-$28K	0.01%	454
2023 Q1	$139K	Buy	2,336 +18	+0.8%	+$1.04K	0.02%	403
2022 Q4	$126K	Sell	2,318 -292	-11%	-$15.1K	0.02%	408
2022 Q3	$122K	Sell	2,610 -36	-1%	-$1.87K	0.02%	387
2022 Q2	$138K	Sell	2,646 -292	-10%	-$16.4K	0.02%	368
2022 Q1	$179K	Buy	2,938 +291	+11%	+$18.4K	0.03%	328
2021 Q4	$182K	Sell	2,647 -358	-12%	-$24.7K	0.03%	325
2021 Q3	$204K	Buy	3,005 +278	+10%	+$19.3K	0.03%	292
2021 Q2	$185K	Buy	2,727 +420	+18%	+$28.5K	0.03%	313
2021 Q1	$150K	Buy	2,307 +908	+65%	+$58.8K	0.03%	327
2020 Q4	$88K	Buy	+1,399	New	+$82.4K	0.02%	402