Oregon Pacific Wealth 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	$275K	Sell	3,694 -21	-0.6%	-$1.56K	0.26%	101
2025 Q1	$250K	Sell	3,715 -2,865	-44%	-$193K	0.25%	106
2024 Q4	$425K	Buy	+6,580	New	+$425K	0.42%	64