Values Added Financial LLC Has $7.21 Million Stock Position in iShares ESG Advanced MSCI EAFE ETF $DMXF
by Kim Johansen · The Markets DailyValues Added Financial LLC boosted its position in shares of iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF – Free Report) by 7.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 95,967 shares of the company’s stock after buying an additional 6,927 shares during the quarter. iShares ESG Advanced MSCI EAFE ETF makes up approximately 3.0% of Values Added Financial LLC’s holdings, making the stock its 10th largest holding. Values Added Financial LLC owned about 1.12% of iShares ESG Advanced MSCI EAFE ETF worth $7,213,000 as of its most recent filing with the SEC.
Several other hedge funds and other institutional investors also recently made changes to their positions in DMXF. Valmark Advisers Inc. lifted its stake in shares of iShares ESG Advanced MSCI EAFE ETF by 6.3% during the third quarter. Valmark Advisers Inc. now owns 2,991 shares of the company’s stock valued at $227,000 after acquiring an additional 177 shares during the period. Flagship Harbor Advisors LLC increased its position in iShares ESG Advanced MSCI EAFE ETF by 5.0% in the third quarter. Flagship Harbor Advisors LLC now owns 3,755 shares of the company’s stock worth $284,000 after purchasing an additional 179 shares during the period. CoreCap Advisors LLC increased its position in iShares ESG Advanced MSCI EAFE ETF by 4.0% in the fourth quarter. CoreCap Advisors LLC now owns 4,706 shares of the company’s stock worth $354,000 after purchasing an additional 180 shares during the period. Skyline Advisors Inc. raised its holdings in iShares ESG Advanced MSCI EAFE ETF by 1.8% during the 3rd quarter. Skyline Advisors Inc. now owns 11,262 shares of the company’s stock worth $853,000 after purchasing an additional 195 shares during the last quarter. Finally, Stewardship Advisors LLC raised its holdings in iShares ESG Advanced MSCI EAFE ETF by 3.2% during the 3rd quarter. Stewardship Advisors LLC now owns 6,628 shares of the company’s stock worth $502,000 after purchasing an additional 205 shares during the last quarter.
iShares ESG Advanced MSCI EAFE ETF Trading Down 0.8%
iShares ESG Advanced MSCI EAFE ETF stock opened at $75.98 on Friday. The company has a market cap of $812.99 million, a PE ratio of 19.02 and a beta of 0.89. iShares ESG Advanced MSCI EAFE ETF has a 1 year low of $58.82 and a 1 year high of $82.53. The company’s 50-day moving average is $78.34 and its two-hundred day moving average is $77.05.
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.