Uma Financial Services, Inc. Ishares Esg Advanced Msci Eafe Transaction History

Uma Financial Services, Inc.

$648 Million
Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Uma Financial Services, Inc. holds 2,613 shares of DMXF stock, worth $199,580. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,613

Previous 2,613 -0.0%

Holding current value

$199,580

Previous $194,000 1.55%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$59.98 - $74.92 $1,379 - $1,723	-23 Reduced 0.87%	2,613 $194,000
Q1 2025 Apr 28, 2025	SELL	$63.91 - $70.19 $7,030 - $7,720	-110 Reduced 4.01%	2,636 $177,000
Q4 2024 Feb 12, 2025	SELL	$64.62 - $71.43 $88,787 - $98,144	-1,374 Reduced 33.35%	2,746 $177,000
Q3 2024 Oct 16, 2024	BUY	$64.83 - $72.82 $68,201 - $76,606	1,052 Added 34.29%	4,120 $296,000
Q2 2024 Jul 17, 2024	SELL	$64.36 - $70.16 $1,802 - $1,964	-28 Reduced 0.9%	3,068 $206,000

Q1 2024 Apr 17, 2024	BUY	$62.17 - $69.12 $192,478 - $213,995	3,096 New	3,096 $210,000
Q1 2022 May 05, 2022	SELL	$56.09 - $69.19 $182,180 - $224,729	-3,248 Closed	0 $0
Q4 2021 Jan 11, 2022	BUY	$66.58 - $71.27 $216,251 - $231,484	3,248 New	3,248 $221,000

Others Institutions Holding DMXF

# of Institutions

218

Shares Held

6.34M

Call Options Held

Put Options Held

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About ISHARES ESG ADVANCED MSCI EAFE

Ticker DMXF
Sector Technology

More about DMXF

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Uma Financial Services, Inc. Ishares Esg Advanced Msci Eafe Transaction History