Balanced Rock Investment Advisor Ishares Esg Advanced Msci Eafe Transaction History

Balanced Rock Investment Advisor

$125 Billion
Q1 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 65,256 shares of DMXF stock, worth $4.78 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares

65,256

Previous 72,135 9.54%

Holding current value

$4.78 Million

Previous $4.66 Billion 5.73%

% of portfolio

3.5%

Previous 3.69%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$63.91 - $70.19 $439,636 - $482,837	-6,879 Reduced 9.54%	65,256 $4.39 Billion
Q4 2024 Feb 13, 2025	SELL	$64.62 - $71.43 $1.78 Million - $1.97 Million	-27,583 Reduced 27.66%	72,135 $4.66 Billion
Q3 2024 Nov 13, 2024	BUY	$64.83 - $72.82 $146,126 - $164,136	2,254 Added 2.31%	99,718 $7.18 Billion
Q2 2024 Jul 31, 2024	BUY	$64.36 - $70.16 $239,676 - $261,275	3,724 Added 3.97%	97,464 $6.57 Billion
Q1 2024 May 13, 2024	SELL	$62.17 - $69.12 $490,334 - $545,149	-7,887 Reduced 7.76%	93,740 $6.39 Billion
Q4 2023 Feb 13, 2024	BUY	$54.4 - $64.25 $5.53 Million - $6.53 Million	101,627 New	101,627 $6.49 Billion

Others Institutions Holding DMXF

# of Institutions

230

Shares Held

8.86M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG ADVANCED MSCI EAFE

Ticker DMXF
Sector Technology

More about DMXF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Rock Investment Advisor, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Rock Investment Advisor with notifications on news.

Account

Balanced Rock Investment Advisor Ishares Esg Advanced Msci Eafe Transaction History