iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) is Invera Wealth Advisors LLC’s 6th Largest Position

Invera Wealth Advisors LLC raised its position in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 0.6% during the first quarter, HoldingsChannel reports. The firm owned 69,251 shares of the company’s stock after buying an additional 403 shares during the quarter. iShares ESG Advanced MSCI EAFE ETF accounts for 3.7% of Invera Wealth Advisors LLC’s holdings, making the stock its 6th biggest position. Invera Wealth Advisors LLC’s holdings in iShares ESG Advanced MSCI EAFE ETF were worth $4,476,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also modified their holdings of DMXF. Envestnet Portfolio Solutions Inc. purchased a new stake in iShares ESG Advanced MSCI EAFE ETF during the third quarter worth approximately $28,010,000. LPL Financial LLC lifted its position in shares of 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 worth $5,845,000 after buying an additional 65,328 shares during the last quarter. Adroit Compliance LLC acquired a new position in shares of iShares ESG Advanced MSCI EAFE ETF in the 4th quarter valued at $2,983,000. Allworth Financial LP grew its position in shares of iShares ESG Advanced MSCI EAFE ETF by 42.4% in the 3rd quarter. Allworth Financial LP now owns 143,150 shares of the company’s stock valued at $8,172,000 after buying an additional 42,629 shares during the last quarter. Finally, IMPACTfolio LLC purchased a new position in shares of iShares ESG Advanced MSCI EAFE ETF in the 1st quarter valued at $2,379,000.

iShares ESG Advanced MSCI EAFE ETF Stock Performance

NASDAQ DMXF traded up $0.49 during trading hours on Monday, hitting $66.33. The company had a trading volume of 7,518 shares, compared to its average volume of 26,672. The business has a 50 day moving average of $67.12 and a 200-day moving average of $63.35. The company has a market cap of $636.77 million, a PE ratio of 18.15 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.

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.