WBH Advisory’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
$204K Buy
+2,743
New +$204K 0.02% 328
2025
Q1
Sell
-3,962
Closed -$256K 328
2024
Q4
$256K Buy
3,962
+371
+10% +$24K 0.02% 284
2024
Q3
$259K Buy
+3,591
New +$259K 0.02% 279