Verity Wealth Advisors Ishares Esg Advanced Msci Eafe Transaction History

Verity Wealth Advisors

$157 Million
Q3 2025

A detailed history of Verity Wealth Advisors transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Verity Wealth Advisors holds 13,266 shares of DMXF stock, worth $1.02 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

13,266

Previous 13,266 -0.0%

Holding current value

$1.02 Million

Previous $987,000 1.72%

% of portfolio

0.64%

Previous 0.67%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$63.91 - $70.19 $27,225 - $29,900	426 Added 3.32%	13,266 $893,000
Q1 2024 Apr 04, 2024	BUY	$62.17 - $69.12 $172,273 - $191,531	2,771 Added 27.52%	12,840 $874,000
Q4 2023 Jan 04, 2024	SELL	$54.4 - $64.25 $15,014 - $17,733	-276 Reduced 2.67%	10,069 $643,000
Q3 2023 Oct 26, 2023	BUY	$56.74 - $62.52 $12,936 - $14,254	228 Added 2.25%	10,345 $590,000
Q2 2023 Jul 27, 2023	BUY	$59.18 - $61.93 $43,260 - $45,270	731 Added 7.79%	10,117 $616,000
Q4 2022 Jan 11, 2023	SELL	$45.93 - $56.24 $59,157 - $72,437	-1,288 Reduced 12.07%	9,386 $0
Q3 2022 Oct 27, 2022	SELL	$46.24 - $56.04 $10,496 - $12,721	-227 Reduced 2.08%	10,674 $497,000
Q2 2022 Jul 12, 2022	BUY	$50.93 - $62.33 $555,187 - $679,459	10,901 New	10,901 $568,000

Others Institutions Holding DMXF

# of Institutions

239

Shares Held

8.55M

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 Verity Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Verity Wealth Advisors with notifications on news.

Account

Verity Wealth Advisors Ishares Esg Advanced Msci Eafe Transaction History