Invera Wealth Advisors LLC Boosts Stock Position in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)

Invera Wealth Advisors LLC lifted its position in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 0.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 69,251 shares of the company’s stock after acquiring an additional 403 shares during the quarter. iShares ESG Advanced MSCI EAFE ETF accounts for approximately 3.7% of Invera Wealth Advisors LLC’s investment portfolio, making the stock its 6th largest holding. Invera Wealth Advisors LLC owned approximately 0.72% of iShares ESG Advanced MSCI EAFE ETF worth $4,476,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in the business. Concourse Financial Group Securities Inc. boosted its position in iShares ESG Advanced MSCI EAFE ETF by 53.6% during the 3rd quarter. Concourse Financial Group Securities Inc. now owns 777 shares of the company’s stock valued at $44,000 after acquiring an additional 271 shares in the last quarter. Atria Wealth Solutions Inc. boosted its position in iShares ESG Advanced MSCI EAFE ETF by 3.7% during the third quarter. Atria Wealth Solutions Inc. now owns 37,678 shares of the company’s stock valued at $2,151,000 after purchasing an additional 1,358 shares in the last quarter. LPL Financial LLC grew its stake in iShares ESG Advanced MSCI EAFE ETF by 176.3% in the third quarter. LPL Financial LLC now owns 102,377 shares of the company’s stock valued at $5,845,000 after purchasing an additional 65,328 shares during the last quarter. Lincoln National Corp bought a new position in iShares ESG Advanced MSCI EAFE ETF in the third quarter worth about $210,000. Finally, Lazard Asset Management LLC purchased a new stake in shares of iShares ESG Advanced MSCI EAFE ETF during the third quarter valued at about $788,000.

iShares ESG Advanced MSCI EAFE ETF Trading Up 0.7 %

Shares of NASDAQ:DMXF traded up $0.49 during trading on Monday, reaching $66.33. The stock had a trading volume of 7,518 shares, compared to its average volume of 26,672. The firm’s 50-day simple moving average is $67.12 and its 200 day simple moving average is $63.35. iShares ESG Advanced MSCI EAFE ETF has a one year low of $54.23 and a one year high of $69.26. The company has a market capitalization of $636.77 million, a P/E ratio of 18.15 and a beta of 0.91.

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.