Values Added Financial LLC Increases Stock Holdings in iShares ESG Advanced MSCI EAFE ETF $DMXF

Values Added Financial LLC boosted its position in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 17.3% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 89,040 shares of the company’s stock after purchasing an additional 13,160 shares during the quarter. iShares ESG Advanced MSCI EAFE ETF comprises about 3.0% of Values Added Financial LLC’s portfolio, making the stock its 10th biggest holding. Values Added Financial LLC’s holdings in iShares ESG Advanced MSCI EAFE ETF were worth $6,744,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Revolve Wealth Partners LLC increased its position in iShares ESG Advanced MSCI EAFE ETF by 11.3% during the fourth quarter. Revolve Wealth Partners LLC now owns 16,170 shares of the company’s stock worth $1,045,000 after acquiring an additional 1,641 shares during the period. Jane Street Group LLC raised its position in shares of iShares ESG Advanced MSCI EAFE ETF by 273.0% in the first quarter. Jane Street Group LLC now owns 114,721 shares of the company’s stock valued at $7,725,000 after buying an additional 83,965 shares in the last quarter. Wealth Enhancement Advisory Services LLC bought a new stake in shares of iShares ESG Advanced MSCI EAFE ETF in the second quarter valued at approximately $356,000. Janney Montgomery Scott LLC grew its position in iShares ESG Advanced MSCI EAFE ETF by 23.7% during the second quarter. Janney Montgomery Scott LLC now owns 35,077 shares of the company’s stock worth $2,611,000 after buying an additional 6,722 shares in the last quarter. Finally, RKL Wealth Management LLC bought a new position in iShares ESG Advanced MSCI EAFE ETF during the 2nd quarter worth $204,000.

iShares ESG Advanced MSCI EAFE ETF Stock Performance

NASDAQ:DMXF opened at $78.32 on Monday. The company has a market cap of $673.55 million, a price-to-earnings ratio of 19.02 and a beta of 0.89. iShares ESG Advanced MSCI EAFE ETF has a fifty-two week low of $58.82 and a fifty-two week high of $78.48. The stock has a fifty day moving average price of $76.31 and a 200-day moving average price of $75.66.

iShares ESG Advanced MSCI EAFE ETF Dividend Announcement

The company also recently disclosed a dividend, which was paid on Friday, December 19th. Investors of record on Tuesday, December 16th were given a dividend of $2.5043 per share. The ex-dividend date of this dividend was Tuesday, December 16th. This represents a yield of 672.0%.

iShares ESG Advanced MSCI EAFE ETF Company 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.