Geneos Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-303	Closed	-$19.6K	–	3100
2024 Q4	$19.6K	Buy	303 +15	+5%	+$969	﹤0.01%	1733
2024 Q3	$20.7K	Buy	+288	New	+$20.7K	﹤0.01%	1550