Balanced Rock Investment Advisors LLC DMXF Holdings History
Balanced Rock Investment Advisors LLC's iShares ESG Advanced MSCI EAFE ETF Holding Summary
As of 2025-03-31, Balanced Rock Investment Advisors LLC held 65,256.00 shares of iShares ESG Advanced MSCI EAFE ETF(DMXF), totaling $4.39 Mil. This investment constitutes 3.5% of their stock portfolio, and Balanced Rock Investment Advisors LLC now holds 0.59% of the outstanding iShares ESG Advanced MSCI EAFE ETF(DMXF) stock.
The initial trade took place in 2023Q4. And since then Balanced Rock Investment Advisors LLC has made 2 purchases of DMXF, at an average price of $59.67, for a total of 107,605.00 shares. In addition, there have been 3 sales at an average price of $67.47 for 42,349.00 shares. Based on historical transaction data and DMXF's current price of $72.82, Balanced Rock Investment Advisors LLC's estimated gain on his DMXF holdings is $1.19 Mil, reflecting a 18.51% gain to date.
Balanced Rock Investment Advisors LLC DMXF ($72.82) Holding Chart
Balanced Rock Investment Advisors LLC DMXF ($72.82) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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