Values Added Financial LLC Has $5.65 Million Holdings in iShares ESG Advanced MSCI EAFE ETF $DMXF

Values Added Financial LLC grew its position in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 22.7% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 75,880 shares of the company’s stock after acquiring an additional 14,016 shares during the quarter. iShares ESG Advanced MSCI EAFE ETF makes up approximately 2.7% of Values Added Financial LLC’s holdings, making the stock its 10th largest position. Values Added Financial LLC’s holdings in iShares ESG Advanced MSCI EAFE ETF were worth $5,649,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in DMXF. Revolve Wealth Partners LLC increased its holdings in shares of iShares ESG Advanced MSCI EAFE ETF by 11.3% in the 4th quarter. Revolve Wealth Partners LLC now owns 16,170 shares of the company’s stock valued at $1,045,000 after acquiring an additional 1,641 shares during the last quarter. Wealth Enhancement Advisory Services LLC bought a new stake in shares of iShares ESG Advanced MSCI EAFE ETF in the 4th quarter valued at approximately $267,000. Merit Financial Group LLC bought a new stake in shares of iShares ESG Advanced MSCI EAFE ETF in the 1st quarter valued at approximately $439,000. Farther Finance Advisors LLC increased its holdings in shares of iShares ESG Advanced MSCI EAFE ETF by 19.7% in the 1st quarter. Farther Finance Advisors LLC now owns 9,354 shares of the company’s stock valued at $628,000 after acquiring an additional 1,539 shares during the last quarter. Finally, GPS Wealth Strategies Group LLC increased its holdings in shares of iShares ESG Advanced MSCI EAFE ETF by 8.2% in the 1st quarter. GPS Wealth Strategies Group LLC now owns 2,104 shares of the company’s stock valued at $142,000 after acquiring an additional 160 shares during the last quarter.

iShares ESG Advanced MSCI EAFE ETF Trading Up 0.2%

Shares of NASDAQ DMXF opened at $76.93 on Thursday. iShares ESG Advanced MSCI EAFE ETF has a twelve month low of $58.82 and a twelve month high of $77.88. The company has a market capitalization of $692.37 million, a price-to-earnings ratio of 19.02 and a beta of 0.91. The business has a 50 day simple moving average of $74.92 and a 200-day simple moving average of $72.45.

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.