Oregon Pacific Wealth Management’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
2025
Q3
$280K Hold
2025
Q2
$275K Sell
2025
Q1
$250K Sell
2024
Q4
$425K Buy