Pine Harbor 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
$258K Hold
3,460
0.09% 84
2025
Q1
$233K Hold
3,460
0.09% 83
2024
Q4
$224K Hold
3,460
0.09% 89
2024
Q3
$249K Hold
3,460
0.12% 86
2024
Q2
$233K Buy
+3,460
New +$233K 0.14% 84