Farther Finance 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	$1.07M	Buy	14,020 +837	+6%	+$65.4K	0.01%	915
2025 Q4	$991K	Buy	13,183 +1,671	+15%	+$127K	0.01%	894
2025 Q3	$872K	Buy	11,512 +2,341	+26%	+$174K	0.01%	790
2025 Q2	$683K	Sell	9,171 -183	-2%	-$12.9K	0.01%	758
2025 Q1	$628K	Buy	9,354 +1,539	+20%	+$104K	0.02%	682
2024 Q4	$505K	Buy	7,815 +256	+3%	+$17.4K	0.02%	577
2024 Q3	$545K	Buy	7,559 +1,854	+32%	+$128K	0.02%	557
2024 Q2	$384K	Buy	5,705 +775	+16%	+$52.3K	0.02%	581
2024 Q1	$336K	Buy	4,930 +33	+0.7%	+$2.17K	0.02%	493
2023 Q4	$313K	Sell	4,897 -153	-3%	-$9.05K	0.02%	435
2023 Q3	$288K	Buy	5,050 +361	+8%	+$21.6K	0.05%	304
2023 Q2	$286K	Sell	4,689 -257	-5%	-$15.6K	0.06%	258
2023 Q1	$295K	Sell	4,946 -6,570	-57%	-$381K	0.09%	209
2022 Q4	$625K	Buy	+11,516	New	+$596K	0.24%	84