SWP
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Sagespring Wealth Partners’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Sagespring Wealth Partners’s Portfolio DMXF Stock Details DMXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$509K Buy
6,841
+195
+3% +$14.5K 0.01% 435
2025
Q1 		$448K Sell
6,646
-4,082
-38% -$275K 0.01% 416
2024
Q4 		$693K Buy
+10,728
New +$693K 0.02% 281