Values Added Financial LLC Buys 13,160 Shares of iShares ESG Advanced MSCI EAFE ETF $DMXF

Values Added Financial LLC lifted its stake in shares of iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 17.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 89,040 shares of the company’s stock after acquiring an additional 13,160 shares during the period. iShares ESG Advanced MSCI EAFE ETF makes up about 3.0% of Values Added Financial LLC’s investment portfolio, making the stock its 10th largest holding. Values Added Financial LLC owned about 1.02% of iShares ESG Advanced MSCI EAFE ETF worth $6,744,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in DMXF. Bailard Inc. increased its holdings in iShares ESG Advanced MSCI EAFE ETF by 10.7% during the 3rd quarter. Bailard Inc. now owns 78,415 shares of the company’s stock worth $5,939,000 after purchasing an additional 7,592 shares in the last quarter. CWM LLC boosted its position in shares of iShares ESG Advanced MSCI EAFE ETF by 24.4% during the third quarter. CWM LLC now owns 46,356 shares of the company’s stock worth $3,511,000 after buying an additional 9,082 shares during the period. NBT Bank N A NY grew its holdings in shares of iShares ESG Advanced MSCI EAFE ETF by 47.6% during the second quarter. NBT Bank N A NY now owns 2,052 shares of the company’s stock worth $139,000 after buying an additional 662 shares in the last quarter. Sofi Wealth LLC lifted its stake in iShares ESG Advanced MSCI EAFE ETF by 42.2% in the 3rd quarter. Sofi Wealth LLC now owns 22,428 shares of the company’s stock valued at $1,699,000 after acquiring an additional 6,657 shares in the last quarter. Finally, Elevation Point Wealth Partners LLC acquired a new position in iShares ESG Advanced MSCI EAFE ETF during the 2nd quarter worth approximately $76,000.

iShares ESG Advanced MSCI EAFE ETF Stock Up 0.2%

NASDAQ DMXF opened at $78.32 on Monday. The firm’s 50 day moving average is $76.31 and its 200-day moving average is $75.66. The company has a market capitalization of $673.55 million, a PE ratio of 19.02 and a beta of 0.89. iShares ESG Advanced MSCI EAFE ETF has a 12-month low of $58.82 and a 12-month high of $78.48.

iShares ESG Advanced MSCI EAFE ETF Announces Dividend

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

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.