Corient Private Wealth LLC Increases Stock Holdings in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)

Corient Private Wealth LLC lifted its stake in shares of iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 6.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 31,047 shares of the company’s stock after buying an additional 1,844 shares during the quarter. Corient Private Wealth LLC’s holdings in iShares ESG Advanced MSCI EAFE ETF were worth $2,006,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of DMXF. Envestnet Portfolio Solutions Inc. boosted its position in shares of iShares ESG Advanced MSCI EAFE ETF by 10.9% in the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 691,050 shares of the company’s stock valued at $44,656,000 after purchasing an additional 68,097 shares during the period. JPMorgan Chase & Co. lifted its stake in iShares ESG Advanced MSCI EAFE ETF by 15.2% in the third quarter. JPMorgan Chase & Co. now owns 218,839 shares of the company’s stock valued at $15,765,000 after buying an additional 28,895 shares during the last quarter. Park Avenue Securities LLC boosted its holdings in shares of iShares ESG Advanced MSCI EAFE ETF by 12.4% in the fourth quarter. Park Avenue Securities LLC now owns 209,870 shares of the company’s stock valued at $13,562,000 after acquiring an additional 23,096 shares during the period. Strategic Wealth Investment Group LLC acquired a new position in shares of iShares ESG Advanced MSCI EAFE ETF in the 4th quarter valued at $1,306,000. Finally, Integrated Wealth Concepts LLC increased its holdings in shares of iShares ESG Advanced MSCI EAFE ETF by 73.0% in the 3rd quarter. Integrated Wealth Concepts LLC now owns 47,601 shares of the company’s stock valued at $3,429,000 after acquiring an additional 20,087 shares during the period.

iShares ESG Advanced MSCI EAFE ETF Stock Performance

Shares of iShares ESG Advanced MSCI EAFE ETF stock opened at $69.10 on Tuesday. The company has a market capitalization of $843.02 million, a P/E ratio of 19.70 and a beta of 0.91. iShares ESG Advanced MSCI EAFE ETF has a 1 year low of $63.32 and a 1 year high of $73.20. The company’s fifty day moving average is $68.17 and its two-hundred day moving average is $68.15.

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.