Keener Financial Planning’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
2025
Q3
$182K Hold
2025
Q2
$179K Hold
2025
Q1
$162K Hold
2024
Q4
$156K Hold
2024
Q3
$174K Sell
2024
Q2
$182K Hold
2024
Q1
$185K Hold
2023
Q4
$173K Buy