EverSource Wealth Advisors’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	$264K	Buy	+3,497	New	+$273K	0.01%	911
2025 Q3	–	Sell	-4,000	Closed	-$298K	–	4358
2025 Q2	$298K	Sell	4,000 -127	-3%	-$8.98K	0.01%	672
2025 Q1	$278K	Sell	4,127 -4,181	-50%	-$283K	0.02%	548
2024 Q4	$537K	Buy	8,308 +1,410	+20%	+$95.9K	0.03%	355
2024 Q3	$497K	Buy	6,898 +1,110	+19%	+$76.8K	0.03%	325
2024 Q2	$400K	Buy	5,788 +4,991	+626%	+$337K	0.03%	360
2024 Q1	$52.2K	Buy	797 +28	+4%	+$1.84K	﹤0.01%	971
2023 Q4	$49.1K	Buy	769 +23	+3%	+$1.36K	﹤0.01%	906
2023 Q3	$42.6K	Buy	746 +24	+3%	+$1.43K	﹤0.01%	875
2023 Q2	$44K	Hold	722	–	–	﹤0.01%	885
2023 Q1	$43K	Sell	722 -61	-8%	-$3.54K	0.01%	839
2022 Q4	$42.5K	Sell	783 -2,048	-72%	-$106K	0.01%	819
2022 Q3	$132K	Buy	2,831 +46	+2%	+$2.39K	0.03%	363
2022 Q2	$146K	Sell	2,785 -96	-3%	-$5.4K	0.04%	304
2022 Q1	$175K	Buy	2,881 +120	+4%	+$7.61K	0.04%	264
2021 Q4	$190K	Buy	+2,761	New	+$190K	0.05%	226