Monterey Private Wealth, Inc. Ishares Esg Advanced Msci Eafe Transaction History

Monterey Private Wealth, Inc.

  • $338 Million
  • Q1 2025

A detailed history of Monterey Private Wealth, Inc. transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 5,404 shares of DMXF stock, worth $414,865. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,404
Previous 5,404 -0.0%
Holding current value
$414,865
Previous $349,000 4.01%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$64.62 - $71.43 $4,781 - $5,285
74 Added 1.39%
5,404 $349,000
Q3 2024

Oct 03, 2024
BUY
$64.83 - $72.82 $9,594 - $10,777
148 Added 2.86%
5,330 $383,000
Q2 2024

Jul 08, 2024
BUY
$64.36 - $70.16 $4,891 - $5,332
76 Added 1.49%
5,182 $349,000
Q4 2023

Jan 12, 2024
BUY
$54.4 - $64.25 $2,502 - $2,955
46 Added 0.91%
5,106 $326,000
Q2 2023

Jul 11, 2023
BUY
$59.18 - $61.93 $299,450 - $313,365
5,060 New
5,060 $308,000

Others Institutions Holding DMXF

# of Institutions
239
Shares Held
8.55M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI EAFE

DMXF Quotes by TradingView
  • Ticker DMXF
  • Sector Technology
More about DMXF
Track This Portfolio

Track Monterey Private Wealth, Inc. Portfolio

Follow Monterey Private Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Monterey Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Monterey Private Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email