Theory Financial’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	$264K	Buy	3,671 +117	+3%	+$8.4K	0.1%	77
2025 Q1	$239K	Sell	3,554 -1,984	-36%	-$134K	0.1%	73
2024 Q4	$358K	Buy	+5,538	New	+$358K	0.15%	63