SOA Wealth Advisors’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
2026 Q1	$259K	Hold	3,429	–	–	0.05%	170
2025 Q4	$258K	Buy	3,429 +13	+0.4%	+$992	0.04%	177
2025 Q3	$259K	Buy	3,416 +58	+2%	+$4.32K	0.04%	179
2025 Q2	$250K	Buy	3,358 +3	+0.1%	+$212	0.05%	177
2025 Q1	$226K	Hold	3,355	–	–	0.05%	172
2024 Q4	$217K	Buy	3,355 +272	+9%	+$18.5K	0.04%	175
2024 Q3	$222K	Buy	3,083 +10	+0.3%	+$692	0.04%	175
2024 Q2	$207K	Hold	3,073	–	–	0.04%	178
2024 Q1	$209K	Hold	3,073	–	–	0.04%	176
2023 Q4	$196K	Buy	3,073 +169	+6%	+$10K	0.04%	177
2023 Q3	$166K	Hold	2,904	–	–	0.04%	183
2023 Q2	$177K	Hold	2,904	–	–	0.04%	175
2023 Q1	$173K	Buy	2,904 +490	+20%	+$28.4K	0.04%	169
2022 Q4	$131K	Buy	2,414 +1,727	+251%	+$89.4K	0.04%	193
2022 Q3	$32K	Buy	687 +203	+42%	+$10.6K	0.01%	311
2022 Q2	$25K	Buy	+484	New	+$27.2K	0.01%	347