MWM
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Modern Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Modern Wealth Management’s Portfolio DMXF Stock Details DMXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.23M Sell
16,507
-3,139
-16% -$234K 0.03% 328
2025
Q1 		$1.32M Buy
+19,646
New +$1.32M 0.04% 267