VERITY 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	$1.01M	Buy	13,336 +70	+0.5%	+$5.47K	0.67%	26
2025 Q4	$997K	Hold	13,266	–	–	0.62%	30
2025 Q3	$1M	Hold	13,266	–	–	0.63%	30
2025 Q2	$988K	Hold	13,266	–	–	0.66%	28
2025 Q1	$893K	Buy	13,266 +426	+3%	+$28.9K	0.66%	31
2024 Q4	$830K	Hold	12,840	–	–	0.6%	33
2024 Q3	$925K	Hold	12,840	–	–	0.65%	33
2024 Q2	$866K	Hold	12,840	–	–	0.65%	31
2024 Q1	$875K	Buy	12,840 +2,771	+28%	+$182K	0.67%	31
2023 Q4	$643K	Sell	10,069 -276	-3%	-$16.3K	0.55%	37
2023 Q3	$591K	Buy	10,345 +228	+2%	+$13.6K	0.56%	36
2023 Q2	$616K	Buy	10,117 +731	+8%	+$44.3K	0.55%	35
2023 Q1	$559K	Hold	9,386	–	–	0.52%	38
2022 Q4	$509K	Sell	9,386 -1,288	-12%	-$66.7K	0.5%	41
2022 Q3	$497K	Sell	10,674 -227	-2%	-$11.8K	0.51%	39
2022 Q2	$568K	Buy	+10,901	New	+$613K	0.55%	37