Diversify Advisory Services LLC Has $524,000 Stock Holdings in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)

Diversify Advisory Services LLC trimmed its position in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 20.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,168 shares of the company’s stock after selling 2,095 shares during the quarter. Diversify Advisory Services LLC owned about 0.07% of iShares ESG Advanced MSCI EAFE ETF worth $524,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of DMXF. Monterey Private Wealth Inc. boosted its holdings in iShares ESG Advanced MSCI EAFE ETF by 2.9% during the third quarter. Monterey Private Wealth Inc. now owns 5,330 shares of the company’s stock valued at $384,000 after acquiring an additional 148 shares during the period. Patriot Financial Group Insurance Agency LLC grew its position in iShares ESG Advanced MSCI EAFE ETF by 2.9% during the third quarter. Patriot Financial Group Insurance Agency LLC now owns 5,255 shares of the company’s stock worth $379,000 after buying an additional 149 shares in the last quarter. Creative Planning increased its stake in iShares ESG Advanced MSCI EAFE ETF by 1.6% during the third quarter. Creative Planning now owns 13,935 shares of the company’s stock valued at $1,004,000 after acquiring an additional 214 shares during the period. Skyline Advisors Inc. raised its holdings in iShares ESG Advanced MSCI EAFE ETF by 1.8% in the 3rd quarter. Skyline Advisors Inc. now owns 12,274 shares of the company’s stock valued at $884,000 after acquiring an additional 215 shares in the last quarter. Finally, MA Private Wealth lifted its position in shares of iShares ESG Advanced MSCI EAFE ETF by 2.8% in the 3rd quarter. MA Private Wealth now owns 8,250 shares of the company’s stock worth $594,000 after acquiring an additional 223 shares during the period.

iShares ESG Advanced MSCI EAFE ETF Trading Up 2.4 %

Shares of NASDAQ:DMXF opened at $66.95 on Wednesday. The firm has a market capitalization of $810.10 million, a PE ratio of 18.77 and a beta of 0.91. iShares ESG Advanced MSCI EAFE ETF has a 1-year low of $62.88 and a 1-year high of $73.20. The business’s 50 day moving average is $66.08 and its 200-day moving average is $68.23.

iShares ESG Advanced MSCI EAFE ETF Announces Dividend

The firm also recently declared a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were paid a dividend of $0.8842 per share. The ex-dividend date was Tuesday, December 17th.

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.