Horst & Graben Wealth 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	$1.27M	Buy	+15,788	New	+$1.23M	0.17%	73
2025 Q3	–	Sell	-21,038	Closed	-$1.57M	–	181
2025 Q2	$1.57M	Sell	21,038 -897	-4%	-$63.4K	0.26%	58
2025 Q1	$1.48M	Sell	21,935 -13,452	-38%	-$912K	0.27%	55
2024 Q4	$2.29M	Buy	35,387 +7,417	+27%	+$504K	0.41%	38
2024 Q3	$2.01M	Buy	27,970 +3,961	+16%	+$274K	0.36%	39
2024 Q2	$1.62M	Buy	24,009 +247	+1%	+$16.7K	0.31%	44
2024 Q1	$1.62M	Buy	23,762 +977	+4%	+$64.1K	0.33%	41
2023 Q4	$1.46M	Buy	22,785 +329	+1%	+$19.5K	0.32%	41
2023 Q3	$1.28M	Buy	22,456 +176	+0.8%	+$10.5K	0.32%	37
2023 Q2	$1.36M	Sell	22,280 -384	-2%	-$23.3K	0.32%	34
2023 Q1	$1.35M	Sell	22,664 -419	-2%	-$24.3K	0.34%	36
2022 Q4	$1.25M	Buy	23,083 +1,614	+8%	+$83.5K	0.33%	40
2022 Q3	$1M	Buy	21,469 +759	+4%	+$39.5K	0.28%	42
2022 Q2	$1.08M	Buy	20,710 +2,195	+12%	+$124K	0.29%	45
2022 Q1	$1.13M	Buy	18,515 +1,435	+8%	+$90.9K	0.28%	45
2021 Q4	$1.18M	Buy	17,080 +158	+0.9%	+$10.9K	0.29%	48
2021 Q3	$1.15M	Buy	16,922 +1,205	+8%	+$83.8K	0.32%	43
2021 Q2	$1.06M	Buy	15,717 +1,642	+12%	+$111K	0.3%	47
2021 Q1	$914K	Buy	14,075 +7,413	+111%	+$480K	0.29%	51
2020 Q4	$421K	Buy	+6,662	New	+$392K	0.15%	79