Number of Shares
4,872.00
Current Holdings Value*
$330,000.00
% of Portfolio
0.12%
Total Estimate Gain
$25,383.12
% of Total Estimate Gain
7.69%

Sage Financial Management Group, Inc.'s iShares ESG Advanced MSCI EAFE ETF Holding Summary

As of 2025-03-31, Sage Financial Management Group, Inc. held 4,872.00 shares of iShares ESG Advanced MSCI EAFE ETF(DMXF), totaling $330,000.00. This investment constitutes 0.12% of their stock portfolio, and Sage Financial Management Group, Inc. now holds 0.04% of the outstanding iShares ESG Advanced MSCI EAFE ETF(DMXF) stock.

The initial trade took place in 2025Q1. And since then Sage Financial Management Group, Inc. has made 1 purchases of DMXF, at an average price of $67.78, for a total of 4,872.00 shares. Based on historical transaction data and DMXF's current price of $72.99, Sage Financial Management Group, Inc.'s estimated gain on his DMXF holdings is $25,383.12, reflecting a 7.69% gain to date.

Sage Financial Management Group, Inc. DMXF ($72.99) Holding Chart

Sage Financial Management Group, Inc. DMXF ($72.99) 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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