Sofi Wealth LLC Has $1.70 Million Position in iShares ESG Advanced MSCI EAFE ETF $DMXF

Sofi Wealth LLC raised its holdings in shares of iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 42.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,428 shares of the company’s stock after purchasing an additional 6,657 shares during the quarter. Sofi Wealth LLC owned approximately 0.25% of iShares ESG Advanced MSCI EAFE ETF worth $1,699,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Klaas Financial Asset Advisors LLC lifted its stake in shares of iShares ESG Advanced MSCI EAFE ETF by 3.4% during the 3rd quarter. Klaas Financial Asset Advisors LLC now owns 47,648 shares of the company’s stock worth $3,609,000 after buying an additional 1,547 shares during the last quarter. Warner Financial Inc. grew its stake in iShares ESG Advanced MSCI EAFE ETF by 6.8% in the 3rd quarter. Warner Financial Inc. now owns 14,007 shares of the company’s stock valued at $1,061,000 after buying an additional 891 shares during the last quarter. Regatta Capital Group LLC raised its holdings in iShares ESG Advanced MSCI EAFE ETF by 3.0% in the 3rd quarter. Regatta Capital Group LLC now owns 49,625 shares of the company’s stock valued at $3,759,000 after acquiring an additional 1,468 shares during the period. CWM LLC raised its holdings in iShares ESG Advanced MSCI EAFE ETF by 24.4% in the 3rd quarter. CWM LLC now owns 46,356 shares of the company’s stock valued at $3,511,000 after acquiring an additional 9,082 shares during the period. Finally, Farther Finance Advisors LLC lifted its position in iShares ESG Advanced MSCI EAFE ETF by 25.5% during the third quarter. Farther Finance Advisors LLC now owns 11,512 shares of the company’s stock worth $872,000 after acquiring an additional 2,341 shares during the last quarter.

iShares ESG Advanced MSCI EAFE ETF Trading Up 1.2%

iShares ESG Advanced MSCI EAFE ETF stock opened at $76.04 on Monday. The company has a market capitalization of $653.94 million, a price-to-earnings 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 $78.25. The stock’s 50 day moving average is $76.05 and its 200-day moving average is $75.23.

iShares ESG Advanced MSCI EAFE ETF Announces Dividend

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

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.