Balanced Rock Investment Advisor Ishares Esg Advanced Msci Eafe Transaction History
Balanced Rock Investment Advisor
- $127 Billion
- Q2 2025
A detailed history of Balanced Rock Investment Advisor transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 60,866 shares of DMXF stock, worth $4.67 Million. This represents 3.56% of its overall portfolio holdings.
Number of Shares
60,866
Previous 65,256
6.73%
Holding current value
$4.67 Million
Previous $4.39 Billion
3.11%
% of portfolio
3.56%
Previous 3.5%
Shares
7 transactions
Others Institutions Holding DMXF
# of Institutions
239Shares Held
8.55MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.46MShares$112 Million0.03% of portfolio
-
Black Rock Inc. New York, NY920KShares$70.6 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS731KShares$56.1 Million5.96% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$38.7 Million12.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC344KShares$26.4 Million0.01% of portfolio