LifePlan Investment Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

LifePlan Investment Advisors’s Portfolio DMXF Stock Details DMXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$336K	Sell
2025 Q1	$349K	Sell
2024 Q4	$401K	Buy
2024 Q3	$271K	Buy
2024 Q2	$217K	Sell
2024 Q1	$223K	Buy