West Wealth Group’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	$227K	Sell	3,007 -78	-3%	-$6.1K	0.04%	122
2025 Q4	$232K	Buy	3,085 +36	+1%	+$2.75K	0.05%	116
2025 Q3	$233K	Sell	3,049 -70	-2%	-$5.21K	0.05%	114
2025 Q2	$227K	Sell	3,119 -3	-0.1%	-$212	0.06%	104
2025 Q1	$210K	Sell	3,122 -2,577	-45%	-$175K	0.06%	92
2024 Q4	$368K	Buy	5,699 +955	+20%	+$64.9K	0.11%	61
2024 Q3	$342K	Buy	4,744 +823	+21%	+$57K	0.11%	60
2024 Q2	$264K	Sell	3,921 -99	-2%	-$6.69K	0.09%	67
2024 Q1	$274K	Buy	4,020 +71	+2%	+$4.66K	0.1%	65
2023 Q4	$252K	Buy	3,949 +103	+3%	+$6.09K	0.1%	69
2023 Q3	$220K	Buy	3,846 +269	+8%	+$16.1K	0.1%	67
2023 Q2	$218K	Sell	3,577 -23	-0.6%	-$1.39K	0.09%	65
2023 Q1	$215K	Sell	3,600 -134	-4%	-$7.78K	0.1%	64
2022 Q4	$203K	Buy	+3,734	New	+$193K	0.1%	72
2022 Q2	–	Sell	-3,522	Closed	-$214K	–	69
2022 Q1	$214K	Buy	+3,522	New	+$223K	0.09%	60