Lifelong Wealth Advisors’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
2025 Q2	$267K	Sell	3,582 -9	-0.3%	-$670	0.09%	68
2025 Q1	$242K	Sell	3,591 -536	-13%	-$36.1K	0.11%	62
2024 Q4	$267K	Buy	+4,127	New	+$267K	0.12%	54