Gould Asset Management’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	$1.56M	Buy	20,670 +1,220	+6%	+$95.4K	0.27%	48
2025 Q4	$1.46M	Hold	19,450	–	–	0.26%	48
2025 Q3	$1.47M	Hold	19,450	–	–	0.27%	46
2025 Q2	$1.45M	Hold	19,450	–	–	0.28%	46
2025 Q1	$1.31M	Hold	19,450	–	–	0.27%	44
2024 Q4	$1.26M	Buy	19,450 +1,350	+7%	+$91.8K	0.26%	48
2024 Q3	$1.3M	Hold	18,100	–	–	0.28%	46
2024 Q2	$1.22M	Hold	18,100	–	–	0.28%	46
2024 Q1	$1.23M	Buy	18,100 +4,050	+29%	+$266K	0.3%	42
2023 Q4	$898K	Buy	14,050 +3,900	+38%	+$231K	0.23%	48
2023 Q3	$579K	Buy	10,150 +975	+11%	+$58.3K	0.16%	64
2023 Q2	$559K	Hold	9,175	–	–	0.16%	69
2023 Q1	$547K	Hold	9,175	–	–	0.16%	71
2022 Q4	$498K	Buy	+9,175	New	+$475K	0.15%	82