Creative Planning Ishares Esg Advanced Msci Eafe Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Creative Planning holds 9,385 shares of DMXF stock, worth $648,785. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,385

Previous 13,935 32.65%

Holding current value

$648,785

Previous $1 Million 39.58%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$64.62 - $71.43 $294,021 - $325,006	-4,550 Reduced 32.65%	9,385 $606,000
Q3 2024 Oct 11, 2024	BUY	$64.83 - $72.82 $13,873 - $15,583	214 Added 1.56%	13,935 $1 Million
Q2 2024 Aug 15, 2024	BUY	$64.36 - $70.16 $1,802 - $1,964	28 Added 0.2%	13,721 $925,000
Q1 2024 May 10, 2024	BUY	$62.17 - $69.12 $335,593 - $373,109	5,398 Added 65.08%	13,693 $932,000
Q4 2023 Feb 14, 2024	BUY	$54.4 - $64.25 $451,248 - $532,953	8,295 New	8,295 $529,000
Q4 2022 Feb 10, 2023	BUY	$45.93 - $56.24 $176,646 - $216,299	3,846 New	3,846 $208,000
Q1 2022 May 16, 2022	SELL	$56.09 - $69.19 $315,281 - $388,916	-5,621 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$62.69 - $66.79 $352,380 - $375,426	5,621 New	5,621 $365,000

Others Institutions Holding DMXF

# of Institutions

227

Shares Held

10.3M

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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Ishares Esg Advanced Msci Eafe Transaction History