Strategic Wealth Investment Group LLC Makes New Investment in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)

Strategic Wealth Investment Group LLC purchased a new position in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 20,207 shares of the company’s stock, valued at approximately $1,306,000. Strategic Wealth Investment Group LLC owned approximately 0.17% of iShares ESG Advanced MSCI EAFE ETF as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the business. Clarity Asset Management Inc. purchased a new stake in iShares ESG Advanced MSCI EAFE ETF in the third quarter valued at approximately $41,000. JFS Wealth Advisors LLC raised its position in iShares ESG Advanced MSCI EAFE ETF by 16.8% in the third quarter. JFS Wealth Advisors LLC now owns 1,577 shares of the company’s stock worth $114,000 after acquiring an additional 227 shares in the last quarter. Endeavor Private Wealth Inc. acquired a new stake in shares of iShares ESG Advanced MSCI EAFE ETF in the fourth quarter valued at about $145,000. Sugarloaf Wealth Management LLC increased its stake in iShares ESG Advanced MSCI EAFE ETF by 38.1% in the 3rd quarter. Sugarloaf Wealth Management LLC now owns 2,259 shares of the company’s stock valued at $163,000 after purchasing an additional 623 shares in the last quarter. Finally, Trilogy Capital Inc. acquired a new position in shares of iShares ESG Advanced MSCI EAFE ETF during the 3rd quarter worth $208,000.

iShares ESG Advanced MSCI EAFE ETF Price Performance

Shares of NASDAQ DMXF opened at $67.46 on Tuesday. The firm’s 50-day moving average is $66.14 and its two-hundred day moving average is $68.18. The company has a market capitalization of $816.27 million, a PE ratio of 18.77 and a beta of 0.91. iShares ESG Advanced MSCI EAFE ETF has a 12-month low of $63.32 and a 12-month high of $73.20.

iShares ESG Advanced MSCI EAFE ETF Dividend Announcement

The company 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 of this dividend was Tuesday, December 17th.

iShares ESG Advanced MSCI EAFE ETF 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.