Modern Wealth Management LLC Raises Stock Holdings in iShares ESG Advanced MSCI EAFE ETF $DMXF

Modern Wealth Management LLC increased its holdings in shares of iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 63.2% in the first quarter, according to its most recent filing with the SEC. The fund owned 47,067 shares of the company’s stock after acquiring an additional 18,226 shares during the period. Modern Wealth Management LLC’s holdings in iShares ESG Advanced MSCI EAFE ETF were worth $3,607,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the business. Kestra Private Wealth Services LLC grew its position in iShares ESG Advanced MSCI EAFE ETF by 2.3% in the 4th quarter. Kestra Private Wealth Services LLC now owns 5,712 shares of the company’s stock valued at $429,000 after acquiring an additional 130 shares during the last quarter. Stewardship Advisors LLC increased its stake in iShares ESG Advanced MSCI EAFE ETF by 1.9% in the first quarter. Stewardship Advisors LLC now owns 7,113 shares of the company’s stock worth $537,000 after purchasing an additional 133 shares during the period. Opes Wealth Management LLC increased its stake in iShares ESG Advanced MSCI EAFE ETF by 0.8% in the fourth quarter. Opes Wealth Management LLC now owns 19,970 shares of the company’s stock worth $1,501,000 after purchasing an additional 150 shares during the period. Evolution Wealth Management Inc. lifted its position in shares of iShares ESG Advanced MSCI EAFE ETF by 65.0% during the fourth quarter. Evolution Wealth Management Inc. now owns 419 shares of the company’s stock worth $31,000 after purchasing an additional 165 shares during the last quarter. Finally, CoreCap Advisors LLC lifted its position in shares of iShares ESG Advanced MSCI EAFE ETF by 4.0% during 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 last quarter.

iShares ESG Advanced MSCI EAFE ETF Trading Up 0.4%

Shares of DMXF opened at $82.84 on Friday. The firm has a market capitalization of $1.16 billion, a P/E ratio of 19.02 and a beta of 0.85. iShares ESG Advanced MSCI EAFE ETF has a 12-month low of $71.12 and a 12-month high of $85.57. The firm has a fifty day moving average price of $83.52 and a 200-day moving average price of $80.50.

iShares ESG Advanced MSCI EAFE ETF Announces Dividend

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

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.