XY Planning Network’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	$1.55M	Sell	20,837 -1,204	-5%	-$89.6K	0.53%	52
2025 Q1	$1.48M	Sell	22,041 -903	-4%	-$60.8K	0.99%	27
2024 Q4	$1.48M	Buy	+22,944	New	+$1.48M	1.11%	30