One Wealth Capital Management’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
2025
Q2
$449K Sell
6,033
-122
-2% -$9.08K 0.21% 60
2025
Q1
$414K Sell
6,155
-2,708
-31% -$182K 0.22% 59
2024
Q4
$573K Buy
+8,863
New +$573K 0.29% 52