Marcum Wealth’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	–	Sell	-3,425	Closed	-$247K	–	416
2024 Q3	$247K	Buy	3,425 +39	+1%	+$2.81K	0.02%	327
2024 Q2	$228K	Buy	3,386 +6	+0.2%	+$405	0.02%	317
2024 Q1	$230K	Buy	3,380 +3	+0.1%	+$204	0.02%	315
2023 Q4	$216K	Buy	+3,377	New	+$216K	0.02%	321