GeoWealth 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 Q2	$1.24M	Buy	16,717 +5,495	+49%	+$409K	0.05%	217
2025 Q1	$756K	Buy	11,222 +2,473	+28%	+$167K	0.03%	332
2024 Q4	$565K	Buy	8,749 +8,302	+1,857%	+$536K	0.02%	445
2024 Q3	$32.2K	Buy	+447	New	+$32.2K	﹤0.01%	1192