Ever Source Wealth Advisors, LLC Ishares Esg Advanced Msci Eafe Transaction History

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 4,000 shares of DMXF stock, worth $307,080. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,000

Previous 4,127 3.08%

Holding current value

$307,080

Previous $277,000 7.22%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$59.98 - $74.92 $7,617 - $9,514	-127 Reduced 3.08%	4,000 $297,000
Q1 2025 May 13, 2025	SELL	$63.91 - $70.19 $267,207 - $293,464	-4,181 Reduced 50.32%	4,127 $277,000
Q4 2024 Feb 07, 2025	BUY	$64.62 - $71.43 $91,114 - $100,716	1,410 Added 20.44%	8,308 $536,000
Q3 2024 Nov 08, 2024	BUY	$64.83 - $72.82 $71,961 - $80,830	1,110 Added 19.18%	6,898 $496,000
Q2 2024 Aug 13, 2024	BUY	$64.36 - $70.16 $321,220 - $350,168	4,991 Added 626.22%	5,788 $390,000
Q1 2024 Jun 11, 2024	BUY	$62.17 - $69.12 $1,740 - $1,935	28 Added 3.64%	797 $54,000
Q4 2023 Feb 09, 2024	BUY	$54.4 - $64.25 $1,251 - $1,477	23 Added 3.08%	769 $49,000
Q3 2023 Nov 03, 2023	BUY	$56.74 - $62.52 $1,361 - $1,500	24 Added 3.32%	746 $42,000
Q1 2023 May 11, 2023	SELL	$54.76 - $60.35 $3,340 - $3,681	-61 Reduced 7.79%	722 $43,000
Q4 2022 Feb 09, 2023	SELL	$45.93 - $56.24 $94,064 - $115,179	-2,048 Reduced 72.34%	783 $42,000
Q3 2022 Nov 07, 2022	BUY	$46.24 - $56.04 $2,127 - $2,577	46 Added 1.65%	2,831 $132,000
Q2 2022 Aug 01, 2022	SELL	$50.93 - $62.33 $4,889 - $5,983	-96 Reduced 3.33%	2,785 $146,000
Q1 2022 May 25, 2022	BUY	$56.09 - $69.19 $6,730 - $8,302	120 Added 4.35%	2,881 $175,000
Q4 2021 Feb 07, 2022	BUY	$66.58 - $71.27 $183,827 - $196,776	2,761 New	2,761 $190,000

Others Institutions Holding DMXF

# of Institutions

240

Shares Held

8.6M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG ADVANCED MSCI EAFE

Ticker DMXF
Sector Technology

More about DMXF

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Ever Source Wealth Advisors, LLC Ishares Esg Advanced Msci Eafe Transaction History