Hart & Patterson Financial Group’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
2024 Q4	$667K	Buy	10,322 +1,348	+15%	+$87.1K	0.32%	46
2024 Q3	$646K	Sell	8,974 -29	-0.3%	-$2.09K	0.31%	47
2024 Q2	$607K	Sell	9,003 -333	-4%	-$22.5K	0.3%	46
2024 Q1	$636K	Buy	9,336 +3,809	+69%	+$260K	0.32%	43
2023 Q4	$353K	Buy	+5,527	New	+$353K	0.18%	50