Monterey Private Wealth’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Monterey Private Wealth’s Portfolio DMXF Stock Details DMXF Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$364K	Hold
2024 Q4	$349K	Buy
2024 Q3	$384K	Buy
2024 Q2	$349K	Buy
2024 Q1	$348K	Hold
2023 Q4	$326K	Buy
2023 Q3	$289K	Hold
2023 Q2	$308K	Buy