WealthShield Partners’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	$8.68K	Buy	+115	New	+$8.99K	﹤0.01%	538
2025 Q3	–	Sell	-155	Closed	-$11.5K	–	571
2025 Q2	$11.5K	Sell	155 -1	-0.6%	-$71	﹤0.01%	489
2025 Q1	$10.5K	Sell	156 -626	-80%	-$42.4K	﹤0.01%	480
2024 Q4	$50.5K	Buy	782 +51	+7%	+$3.47K	0.01%	378
2024 Q3	$52.7K	Buy	731 +184	+34%	+$12.7K	0.01%	384
2024 Q2	$36.9K	Hold	547	–	–	0.01%	369
2024 Q1	$37.3K	Buy	547 +48	+10%	+$3.15K	0.01%	357
2023 Q4	$31.9K	Sell	499 -27	-5%	-$1.6K	0.01%	383
2023 Q3	$30K	Hold	526	–	–	﹤0.01%	394
2023 Q2	$32K	Hold	526	–	–	﹤0.01%	400
2023 Q1	$31.3K	Buy	+526	New	+$30.5K	0.01%	399
2021 Q3	–	Sell	-537	Closed	-$36K	–	347
2021 Q2	$36K	Hold	537	–	–	0.01%	542
2021 Q1	$35K	Buy	+537	New	+$34.8K	0.01%	532