Sofi Wealth LLC Has $2.53 Million Stake in iShares ESG Advanced MSCI EAFE ETF $DMXF

Sofi Wealth LLC lifted its position in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 23.2% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 33,590 shares of the company’s stock after buying an additional 6,320 shares during the quarter. iShares ESG Advanced MSCI EAFE ETF comprises 0.1% of Sofi Wealth LLC’s investment portfolio, making the stock its 27th largest holding. Sofi Wealth LLC owned 0.27% of iShares ESG Advanced MSCI EAFE ETF worth $2,534,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in DMXF. Evolution Wealth Management Inc. lifted its stake in iShares ESG Advanced MSCI EAFE ETF by 65.0% in the fourth quarter. Evolution Wealth Management Inc. now owns 419 shares of the company’s stock valued at $31,000 after acquiring an additional 165 shares during the last quarter. CIBC Private Wealth Group LLC acquired a new position in shares of iShares ESG Advanced MSCI EAFE ETF during the 4th quarter worth $34,000. SHP Wealth Management bought a new position in shares of iShares ESG Advanced MSCI EAFE ETF during the 4th quarter valued at $36,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC bought a new position in shares of iShares ESG Advanced MSCI EAFE ETF during the 3rd quarter valued at $50,000. Finally, Dunhill Financial LLC lifted its stake in shares of iShares ESG Advanced MSCI EAFE ETF by 225.9% in the 4th quarter. Dunhill Financial LLC now owns 831 shares of the company’s stock valued at $62,000 after purchasing an additional 576 shares during the last quarter.

iShares ESG Advanced MSCI EAFE ETF Trading Down 1.2%

Shares of NASDAQ:DMXF opened at $83.54 on Friday. The stock has a market capitalization of $1.20 billion, a PE ratio of 19.02 and a beta of 0.85. iShares ESG Advanced MSCI EAFE ETF has a 1 year low of $71.12 and a 1 year high of $85.57. The firm has a fifty day moving average price of $83.41 and a 200 day moving average price of $80.22.

iShares ESG Advanced MSCI EAFE ETF Announces Dividend

The business also recently disclosed a dividend, which was paid on Thursday, June 18th. Stockholders of record on Monday, June 15th were issued a dividend of $1.0329 per share. The ex-dividend date of this dividend was Monday, June 15th.

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.