Atlantic Private Wealth LLC Has $2.73 Million Position in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)

Atlantic Private Wealth LLC lessened its position in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 1.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 42,771 shares of the company’s stock after selling 480 shares during the period. iShares ESG Advanced MSCI EAFE ETF accounts for about 2.4% of Atlantic Private Wealth LLC’s portfolio, making the stock its 11th biggest holding. Atlantic Private Wealth LLC owned about 0.48% of iShares ESG Advanced MSCI EAFE ETF worth $2,732,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Invera Wealth Advisors LLC acquired a new position in iShares ESG Advanced MSCI EAFE ETF in the 4th quarter worth about $4,398,000. Atria Wealth Solutions Inc. grew its position in shares of iShares ESG Advanced MSCI EAFE ETF by 3.7% in the 3rd quarter. Atria Wealth Solutions Inc. now owns 37,678 shares of the company’s stock valued at $2,151,000 after buying an additional 1,358 shares during the last quarter. Fiera Capital Corp grew its position in shares of iShares ESG Advanced MSCI EAFE ETF by 297.4% in the 4th quarter. Fiera Capital Corp now owns 25,910 shares of the company’s stock valued at $1,655,000 after buying an additional 19,390 shares during the last quarter. Accredited Investors Inc. grew its position in shares of iShares ESG Advanced MSCI EAFE ETF by 18.1% in the 4th quarter. Accredited Investors Inc. now owns 47,503 shares of the company’s stock valued at $3,034,000 after buying an additional 7,286 shares during the last quarter. Finally, Concourse Financial Group Securities Inc. grew its position in shares of iShares ESG Advanced MSCI EAFE ETF by 316.1% in the 4th quarter. Concourse Financial Group Securities Inc. now owns 3,233 shares of the company’s stock valued at $207,000 after buying an additional 2,456 shares during the last quarter.

iShares ESG Advanced MSCI EAFE ETF Stock Down 0.0 %

Shares of NASDAQ DMXF traded down $0.02 during trading on Thursday, reaching $68.55. The company had a trading volume of 16,393 shares, compared to its average volume of 25,663. The company’s fifty day moving average price is $67.30 and its 200-day moving average price is $64.73. iShares ESG Advanced MSCI EAFE ETF has a 12 month low of $54.23 and a 12 month high of $69.67. The stock has a market cap of $658.08 million, a P/E ratio of 18.77 and a beta of 0.91.

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.