Evernest Financial Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.2M	Buy	63,266 +3,574	+6%	+$564K	2.11%	15
2025 Q4	$9.85M	Sell	59,692 -1,181	-2%	-$162K	2.07%	15
2025 Q3	$7.79M	Sell	60,873 -266	-0.4%	-$32.6K	2.18%	12
2025 Q2	$6.99M	Sell	61,139 -31,664	-34%	-$3.46M	2.26%	11
2025 Q1	$10.2M	Sell	92,803 -606	-0.6%	-$66.6K	3.67%	5
2024 Q4	$10.3M	Buy	93,409 +834	+0.9%	+$91.3K	2.67%	11
2024 Q3	$9.81M	Sell	92,575 -699	-0.7%	-$74.2K	2.65%	12
2024 Q2	$10.5M	Buy	93,274 +4,931	+6%	+$536K	4.72%	6
2024 Q1	$9.31M	Buy	88,343 +2,200	+3%	+$219K	4.41%	7
2023 Q4	$7.58M	Buy	+86,143	New	+$7.62M	3.84%	6
2021 Q4	$8.57M	Buy	+87,208	New	+$5.48M	4.44%	7