WealthGarden F.S.’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	$338K	Sell	4,703 -305	-6%	-$21.9K	0.28%	95
2025 Q1	$337K	Sell	5,008 -1,432	-22%	-$96.4K	0.32%	92
2024 Q4	$416K	Buy	6,440 +924	+17%	+$59.7K	0.39%	79
2024 Q3	$397K	Buy	5,516 +865	+19%	+$62.3K	0.39%	76
2024 Q2	$314K	Buy	+4,651	New	+$314K	0.33%	86