Values Added Financial LLC Sells 4,197 Shares of iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)

Values Added Financial LLC cut its stake in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 10.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 35,185 shares of the company’s stock after selling 4,197 shares during the period. iShares ESG Advanced MSCI EAFE ETF makes up approximately 1.8% of Values Added Financial LLC’s holdings, making the stock its 16th biggest position. Values Added Financial LLC owned 0.40% of iShares ESG Advanced MSCI EAFE ETF worth $2,248,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Invera Wealth Advisors LLC bought a new position in shares of iShares ESG Advanced MSCI EAFE ETF during the 4th quarter worth about $4,398,000. Concourse Financial Group Securities Inc. lifted its holdings in iShares ESG Advanced MSCI EAFE ETF by 53.6% during the 3rd quarter. Concourse Financial Group Securities Inc. now owns 777 shares of the company’s stock valued at $44,000 after purchasing an additional 271 shares during the last quarter. Atria Wealth Solutions Inc. lifted its holdings in iShares ESG Advanced MSCI EAFE ETF by 3.7% during the 3rd quarter. Atria Wealth Solutions Inc. now owns 37,678 shares of the company’s stock valued at $2,151,000 after purchasing an additional 1,358 shares during the last quarter. LPL Financial LLC lifted its holdings in iShares ESG Advanced MSCI EAFE ETF by 176.3% during the 3rd quarter. LPL Financial LLC now owns 102,377 shares of the company’s stock valued at $5,845,000 after purchasing an additional 65,328 shares during the last quarter. Finally, Lincoln National Corp bought a new position in iShares ESG Advanced MSCI EAFE ETF during the 3rd quarter valued at about $210,000.

iShares ESG Advanced MSCI EAFE ETF Trading Down 0.7 %

DMXF opened at $68.13 on Friday. The stock has a market capitalization of $613.17 million, a PE ratio of 13.12 and a beta of 0.91. iShares ESG Advanced MSCI EAFE ETF has a 1-year low of $54.23 and a 1-year high of $69.26. The firm has a 50-day moving average price of $66.23 and a two-hundred day moving average price of $61.94.

iShares ESG Advanced MSCI EAFE ETF Profile

The iShares ESG Advanced MSCI EAFE Index ETF (DMXF) is an exchange-traded fund that is based on the MSCI EAFE Choice ESG Screened index. The fund tracks a market cap-weighted, ESG-screened index of large- and mid-cap stocks from the developed markets outside North America. DMXF was launched on Jun 16, 2020 and is managed by BlackRock.