REGATTA CAPITAL GROUP, LLC DMXF Holdings History
REGATTA CAPITAL GROUP, LLC's iShares ESG Advanced MSCI EAFE ETF Holding Summary
As of 2025-06-30, REGATTA CAPITAL GROUP, LLC held 48,157.00 shares of iShares ESG Advanced MSCI EAFE ETF(DMXF), totaling $3.58 Mil. This investment constitutes 0.62% of their stock portfolio, and REGATTA CAPITAL GROUP, LLC now holds 0.43% of the outstanding iShares ESG Advanced MSCI EAFE ETF(DMXF) stock.
The initial trade took place in 2024Q1. And since then REGATTA CAPITAL GROUP, LLC has made 5 purchases of DMXF, at an average price of $67.88, for a total of 62,379.00 shares. In addition, there have been 1 sales at an average price of $67.78 for 14,222.00 shares. Based on historical transaction data and DMXF's current price of $75.56, REGATTA CAPITAL GROUP, LLC's estimated gain on his DMXF holdings is $368,432.66, reflecting a 8.70% gain to date.
REGATTA CAPITAL GROUP, LLC DMXF ($75.56) Holding Chart
REGATTA CAPITAL GROUP, LLC DMXF ($75.56) 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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