iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) Shares Bought by Venturi Wealth Management LLC

Venturi Wealth Management LLC increased its stake in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 10.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 4,125 shares of the company’s stock after acquiring an additional 391 shares during the period. Venturi Wealth Management LLC’s holdings in iShares ESG Advanced MSCI EAFE ETF were worth $267,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the stock. Patriot Financial Group Insurance Agency LLC raised its position in shares of iShares ESG Advanced MSCI EAFE ETF by 2.9% in the 3rd 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 during the period. Pathway Financial Advisors LLC grew its position in iShares ESG Advanced MSCI EAFE ETF by 2.9% during the fourth quarter. Pathway Financial Advisors LLC now owns 5,386 shares of the company’s stock valued at $348,000 after acquiring an additional 153 shares during the period. Johnson Bixby & Associates LLC increased its stake in iShares ESG Advanced MSCI EAFE ETF by 3.9% during the fourth quarter. Johnson Bixby & Associates LLC now owns 4,652 shares of the company’s stock worth $301,000 after acquiring an additional 174 shares during the last quarter. Stratos Wealth Advisors LLC raised its holdings in shares of iShares ESG Advanced MSCI EAFE ETF by 3.4% in the 4th quarter. Stratos Wealth Advisors LLC now owns 5,455 shares of the company’s stock worth $353,000 after purchasing an additional 180 shares during the period. Finally, Creative Planning raised its holdings in shares of iShares ESG Advanced MSCI EAFE ETF by 1.6% in the 3rd quarter. Creative Planning now owns 13,935 shares of the company’s stock worth $1,004,000 after purchasing an additional 214 shares during the period.

iShares ESG Advanced MSCI EAFE ETF Stock Performance

DMXF opened at $69.46 on Friday. iShares ESG Advanced MSCI EAFE ETF has a 1 year low of $63.32 and a 1 year high of $73.20. The firm has a 50 day moving average price of $66.45 and a 200 day moving average price of $68.16. The company has a market cap of $847.41 million, a PE ratio of 18.77 and a beta of 0.91.

iShares ESG Advanced MSCI EAFE ETF Announces Dividend

The firm also recently disclosed a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were given a $0.8842 dividend. The ex-dividend date 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.