Mount Yale Investment Advisors LLC Boosts Stock Holdings in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)

Mount Yale Investment Advisors LLC lifted its position in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 13.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,693 shares of the company’s stock after acquiring an additional 675 shares during the quarter. Mount Yale Investment Advisors LLC’s holdings in iShares ESG Advanced MSCI EAFE ETF were worth $410,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Sei Investments Co. lifted its holdings in iShares ESG Advanced MSCI EAFE ETF by 134.4% during the second quarter. Sei Investments Co. now owns 151,060 shares of the company’s stock worth $10,186,000 after acquiring an additional 86,613 shares during the period. Williams Financial LLC purchased a new position in shares of iShares ESG Advanced MSCI EAFE ETF in the 2nd quarter worth about $3,232,000. Cetera Investment Advisers grew its position in iShares ESG Advanced MSCI EAFE ETF by 85.1% during the first quarter. Cetera Investment Advisers now owns 94,346 shares of the company’s stock valued at $6,428,000 after buying an additional 43,386 shares during the period. Park Avenue Securities LLC increased its holdings in iShares ESG Advanced MSCI EAFE ETF by 26.8% during the third quarter. Park Avenue Securities LLC now owns 186,774 shares of the company’s stock worth $13,455,000 after buying an additional 39,510 shares during the last quarter. Finally, SageView Advisory Group LLC bought a new stake in iShares ESG Advanced MSCI EAFE ETF in the first quarter worth about $2,072,000.

iShares ESG Advanced MSCI EAFE ETF Stock Down 0.2 %

iShares ESG Advanced MSCI EAFE ETF stock opened at $68.51 on Monday. The firm has a 50 day moving average price of $70.49 and a 200-day moving average price of $68.68. iShares ESG Advanced MSCI EAFE ETF has a twelve month low of $54.23 and a twelve month high of $73.20. The company has a market capitalization of $739.91 million, a P/E ratio of 18.77 and a beta of 0.91.

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.