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Spectrum Planning & Advisory Services’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Spectrum Planning & Advisory Services’s Portfolio DMXF Stock Details DMXF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,075
Closed -$274K – 96
2025
Q1 		$274K Buy
4,075
+345
+9% +$23.2K 0.23% 56
2024
Q4 		$241K Buy
3,730
+55
+1% +$3.55K 0.21% 56
2024
Q3 		$265K Buy
+3,675
New +$265K 0.25% 47