Hart & Patterson Financial Group’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
2024
Q4
$667K Buy
2024
Q3
$646K Sell
2024
Q2
$607K Sell
2024
Q1
$636K Buy
2023
Q4
$353K Buy