Invera Wealth Advisors, LLC DMXF Holdings History
Invera Wealth Advisors, LLC's iShares ESG Advanced MSCI EAFE ETF Holding Summary
As of 2025-03-31, Invera Wealth Advisors, LLC held 69,029.00 shares of iShares ESG Advanced MSCI EAFE ETF(DMXF), totaling $4.65 Mil. This investment constitutes 5.47% of their stock portfolio, and Invera Wealth Advisors, LLC now holds 0.63% of the outstanding iShares ESG Advanced MSCI EAFE ETF(DMXF) stock.
The initial trade took place in 2023Q4. And since then Invera Wealth Advisors, LLC has made 3 purchases of DMXF, at an average price of $59.43, for a total of 71,001.00 shares. In addition, there have been 2 sales at an average price of $67.85 for 1,972.00 shares. Based on historical transaction data and DMXF's current price of $75.19, Invera Wealth Advisors, LLC's estimated gain on his DMXF holdings is $1.10 Mil, reflecting a 26.18% gain to date.
Invera Wealth Advisors, LLC DMXF ($75.19) Holding Chart
Invera Wealth Advisors, LLC DMXF ($75.19) 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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