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

Values Added Financial LLC lessened its position in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 10.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 35,185 shares of the company’s stock after selling 4,197 shares during the quarter. iShares ESG Advanced MSCI EAFE ETF accounts for 1.8% of Values Added Financial LLC’s portfolio, making the stock its 16th largest position. Values Added Financial LLC’s holdings in iShares ESG Advanced MSCI EAFE ETF were worth $2,248,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. 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 buying an additional 271 shares in the last quarter. Comerica Bank purchased a new position in iShares ESG Advanced MSCI EAFE ETF during the 3rd quarter valued at about $72,000. Harbour Investments Inc. increased its position in iShares ESG Advanced MSCI EAFE ETF by 1,130.5% during the 2nd quarter. Harbour Investments Inc. now owns 1,858 shares of the company’s stock valued at $113,000 after purchasing an additional 1,707 shares during the period. Spire Wealth Management increased its position in iShares ESG Advanced MSCI EAFE ETF by 49.5% during the 3rd quarter. Spire Wealth Management now owns 1,984 shares of the company’s stock valued at $113,000 after purchasing an additional 657 shares during the period. Finally, SOA Wealth Advisors LLC. increased its position in iShares ESG Advanced MSCI EAFE ETF by 5.8% during the 4th quarter. SOA Wealth Advisors LLC. now owns 3,073 shares of the company’s stock valued at $196,000 after purchasing an additional 169 shares during the period.

iShares ESG Advanced MSCI EAFE ETF Stock Performance

NASDAQ DMXF opened at $68.13 on Friday. The company’s 50-day simple moving average is $66.23 and its two-hundred day simple moving average is $61.94. iShares ESG Advanced MSCI EAFE ETF has a one year low of $54.23 and a one year high of $69.26. The company has a market capitalization of $613.17 million, a price-to-earnings ratio of 13.12 and a beta of 0.91.

About iShares ESG Advanced MSCI EAFE ETF

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.