One Wealth Management Investment & Advisory Services’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
2024 Q3	–	Sell	-5,380	Closed	-$363K	–	66
2024 Q2	$363K	Sell	5,380 -219	-4%	-$14.8K	0.14%	76
2024 Q1	$381K	Buy	5,599 +130	+2%	+$8.86K	0.16%	74
2023 Q4	$349K	Buy	+5,469	New	+$349K	0.16%	85