One Wealth Management Investment & Advisory Services, LLC Ishares Esg Advanced Msci Eafe Transaction History

One Wealth Management Investment & Advisory Services, LLC

$57 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$64.36 - $70.16 $14,094 - $15,365	-219 Reduced 3.91%	5,380 $363 Million
Q1 2024 May 14, 2024	BUY	$62.17 - $69.12 $8,082 - $8,985	130 Added 2.38%	5,599 $381 Million
Q4 2023 Jan 25, 2024	BUY	$54.4 - $64.25 $297,513 - $351,383	5,469 New	5,469 $349 Million

Others Institutions Holding DMXF

# of Institutions

210

Shares Held

8.57M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

2.1M
Shares

$138 Million
0.05% of portfolio
Black Rock Inc. New York, NY

920K
Shares

$60.6 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

623K
Shares

$41.1 Million
0.16% of portfolio
Syntrinsic LLC Denver, CO

504K
Shares

$33.2 Million
12.07% of portfolio
Jpmorgan Chase & CO New York, NY

219K
Shares

$14.4 Million
0.0% of portfolio

View Full List

About ISHARES ESG ADVANCED MSCI EAFE

Ticker DMXF
Sector Technology

More about DMXF

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