Morton Brown Family Wealth’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	$4.53K	Hold	60	–	–	﹤0.01%	227
2025 Q4	$4.51K	Hold	60	–	–	﹤0.01%	233
2025 Q3	$4.54K	Hold	60	–	–	﹤0.01%	218
2025 Q2	$4.47K	Hold	60	–	–	﹤0.01%	242
2025 Q1	$4.04K	Hold	60	–	–	﹤0.01%	248
2024 Q4	$3.88K	Hold	60	–	–	﹤0.01%	211
2024 Q3	$4.32K	Hold	60	–	–	﹤0.01%	202
2024 Q2	$4.1K	Sell	60 -36	-38%	-$2.43K	﹤0.01%	178
2024 Q1	$6.54K	Hold	96	–	–	﹤0.01%	170
2023 Q4	$6.13K	Buy	96 +20	+26%	+$1.18K	﹤0.01%	205
2023 Q3	$4.34K	Hold	76	–	–	﹤0.01%	152
2023 Q2	$4.63K	Hold	76	–	–	﹤0.01%	144
2023 Q1	$4.53K	Sell	76 -1,433	-95%	-$83.2K	﹤0.01%	160
2022 Q4	$81.9K	Buy	+1,509	New	+$78.1K	0.06%	67