Values Added Financial LLC Buys 14,016 Shares of iShares ESG Advanced MSCI EAFE ETF $DMXF

Values Added Financial LLC increased its stake in shares of iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 22.7% during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 75,880 shares of the company’s stock after acquiring an additional 14,016 shares during the period. iShares ESG Advanced MSCI EAFE ETF makes up approximately 2.7% of Values Added Financial LLC’s holdings, making the stock its 10th largest holding. Values Added Financial LLC owned about 0.68% of iShares ESG Advanced MSCI EAFE ETF worth $5,649,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. Oliver Lagore Vanvalin Investment Group acquired a new position in shares of iShares ESG Advanced MSCI EAFE ETF in the 2nd quarter valued at approximately $38,000. Rossby Financial LCC acquired a new position in shares of iShares ESG Advanced MSCI EAFE ETF in the 1st quarter valued at approximately $62,000. IFP Advisors Inc acquired a new position in shares of iShares ESG Advanced MSCI EAFE ETF in the 1st quarter valued at approximately $69,000. Mogy Joel R Investment Counsel Inc. raised its position in shares of iShares ESG Advanced MSCI EAFE ETF by 13.5% in the 1st quarter. Mogy Joel R Investment Counsel Inc. now owns 1,265 shares of the company’s stock valued at $85,000 after purchasing an additional 150 shares in the last quarter. Finally, NBT Bank N A NY raised its position in shares of iShares ESG Advanced MSCI EAFE ETF by 47.6% in the 2nd quarter. NBT Bank N A NY now owns 2,052 shares of the company’s stock valued at $139,000 after purchasing an additional 662 shares in the last quarter.

iShares ESG Advanced MSCI EAFE ETF Stock Up 0.2%

Shares of DMXF opened at $76.93 on Thursday. The business’s 50 day moving average is $74.92 and its two-hundred day moving average is $72.45. iShares ESG Advanced MSCI EAFE ETF has a 52-week low of $58.82 and a 52-week high of $77.88. The firm has a market cap of $692.37 million, a price-to-earnings ratio of 19.02 and a beta of 0.91.

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.