Milestone Investment Advisors’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	$176K	Hold	2,335	–	–	0.04%	92
2025 Q4	$175K	Sell	2,335 -16	-0.7%	-$1.22K	0.04%	89
2025 Q3	$178K	Hold	2,351	–	–	0.04%	86
2025 Q2	$175K	Hold	2,351	–	–	0.05%	83
2025 Q1	$158K	Hold	2,351	–	–	0.04%	85
2024 Q4	$152K	Sell	2,351 -12	-0.5%	-$816	0.04%	85
2024 Q3	$170K	Hold	2,363	–	–	0.05%	83
2024 Q2	$159K	Buy	2,363 +4	+0.2%	+$270	0.04%	81
2024 Q1	$161K	Sell	2,359 -4	-0.2%	-$262	0.04%	80
2023 Q4	$151K	Buy	2,363 +2	+0.1%	+$118	0.04%	75
2023 Q3	$135K	Hold	2,361	–	–	0.04%	127
2023 Q2	$144K	Buy	2,361 +574	+32%	+$34.8K	0.04%	72
2023 Q1	$106K	Hold	1,787	–	–	0.03%	139
2022 Q4	$97K	Buy	+1,787	New	+$92.5K	0.03%	73