U.S. Capital Wealth Advisors’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
Q1
Sell
-3,607
Closed -$233K 843
2024
Q4
$233K Buy
3,607
+531
+17% +$34.3K 0.01% 744
2024
Q3
$222K Buy
+3,076
New +$222K 0.01% 654