Wade Financial Advisory Inc Has $1.32 Million Stock Holdings in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)

Wade Financial Advisory Inc trimmed its holdings in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 2.5% in the fourth quarter, Holdings Channel reports. The fund owned 20,425 shares of the company’s stock after selling 525 shares during the period. Wade Financial Advisory Inc’s holdings in iShares ESG Advanced MSCI EAFE ETF were worth $1,320,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Clarity Asset Management Inc. acquired a new stake in iShares ESG Advanced MSCI EAFE ETF in the 3rd quarter valued at approximately $41,000. JFS Wealth Advisors LLC increased its stake in iShares ESG Advanced MSCI EAFE ETF by 16.8% in the 3rd quarter. JFS Wealth Advisors LLC now owns 1,577 shares of the company’s stock valued at $114,000 after buying an additional 227 shares during the last quarter. Endeavor Private Wealth Inc. bought a new stake in iShares ESG Advanced MSCI EAFE ETF during the 4th quarter worth about $145,000. Sugarloaf Wealth Management LLC boosted its stake in shares of iShares ESG Advanced MSCI EAFE ETF by 38.1% during the 3rd quarter. Sugarloaf Wealth Management LLC now owns 2,259 shares of the company’s stock worth $163,000 after buying an additional 623 shares during the last quarter. Finally, Trilogy Capital Inc. bought a new position in shares of iShares ESG Advanced MSCI EAFE ETF in the 3rd quarter valued at about $208,000.

iShares ESG Advanced MSCI EAFE ETF Stock Performance

NASDAQ:DMXF opened at $67.22 on Wednesday. The stock’s 50-day simple moving average is $66.18 and its 200 day simple moving average is $68.15. iShares ESG Advanced MSCI EAFE ETF has a 52-week low of $63.32 and a 52-week high of $73.20. The company has a market cap of $813.36 million, a P/E ratio of 18.77 and a beta of 0.91.

iShares ESG Advanced MSCI EAFE ETF Dividend Announcement

The company also recently announced a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were issued a dividend of $0.8842 per share. The ex-dividend date of this dividend was Tuesday, December 17th.

About iShares ESG Advanced MSCI EAFE ETF

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.