A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,636 shares of DMXF stock, worth $111,755. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,636
Previous 1,535 6.58%
Holding current value
$111,755
Previous $98,000 13.27%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$62.17 - $69.12 $6,279 - $6,981
101 Added 6.58%
1,636 $111,000
Q3 2023

Nov 13, 2023

BUY
$56.74 - $62.52 $1,021 - $1,125
18 Added 1.19%
1,535 $87,000
Q1 2023

Apr 26, 2023

SELL
$54.76 - $60.35 $8,049 - $8,871
-147 Reduced 8.83%
1,517 $90,000
Q3 2022

Oct 11, 2022

BUY
$47.01 - $56.04 $78,224 - $93,250
1,664 New
1,664 $78,000

Others Institutions Holding DMXF

About ISHARES ESG ADVANCED MSCI EAFE


  • Ticker DMXF
  • Sector Technology
More about DMXF
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