Halbert Hargrove Global Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio DMXF Stock Details DMXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$552K	Buy
2025 Q2	$536K	Sell
2025 Q1	$1.18M	Buy
2024 Q4	–	Sell
2024 Q3	$1.23M	Sell
2024 Q2	$1.27M	Buy
2024 Q1	$1.27M	Buy
2023 Q4	$1.16M	Buy