Number of Shares
752,855.00
Current Holdings Value*
$50.66 Mil
% of Portfolio
6.01%
Total Estimate Gain
$4.42 Mil
% of Total Estimate Gain
8.35%

IMA Advisory Services, Inc.'s iShares ESG Advanced MSCI EAFE ETF Holding Summary

As of 2025-03-31, IMA Advisory Services, Inc. held 752,855.00 shares of iShares ESG Advanced MSCI EAFE ETF(DMXF), totaling $50.66 Mil. This investment constitutes 6.01% of their stock portfolio, and IMA Advisory Services, Inc. now holds 6.84% of the outstanding iShares ESG Advanced MSCI EAFE ETF(DMXF) stock.

The initial trade took place in 2024Q4. And since then IMA Advisory Services, Inc. has made 1 purchases of DMXF, at an average price of $67.93, for a total of 779,899.00 shares. In addition, there have been 1 sales at an average price of $67.78 for 27,044.00 shares. Based on historical transaction data and DMXF's current price of $73.81, IMA Advisory Services, Inc.'s estimated gain on his DMXF holdings is $4.42 Mil, reflecting a 8.35% gain to date.

IMA Advisory Services, Inc. DMXF ($73.81) Holding Chart

IMA Advisory Services, Inc. DMXF ($73.81) 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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