Perigon 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
$920K Sell
2025
Q2
$1.52M Sell
2025
Q1
$1.39M Sell
2024
Q4
$1.43M Buy
2024
Q3
$890K Buy
2024
Q2
$594K Buy
2024
Q1
$339K Buy
2023
Q4
$264K Sell
2023
Q3
$243K Buy
2023
Q2
$236K Buy