Golden State 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
Q2
$503K Sell
6,762
-339
-5% -$25.2K 0.06% 234
2025
Q1
$478K Buy
7,101
+229
+3% +$15.4K 0.07% 210
2024
Q4
$444K Buy
+6,872
New +$444K 0.07% 211