Sofi Wealth LLC Raises Stock Position in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)

Sofi Wealth LLC raised its stake in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 592.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 9,715 shares of the company’s stock after buying an additional 8,312 shares during the period. iShares ESG Advanced MSCI EAFE ETF makes up approximately 0.0% of Sofi Wealth LLC’s holdings, making the stock its 25th largest holding. Sofi Wealth LLC’s holdings in iShares ESG Advanced MSCI EAFE ETF were worth $654,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in DMXF. Revolve Wealth Partners LLC increased its holdings in iShares ESG Advanced MSCI EAFE ETF by 11.3% in the fourth quarter. Revolve Wealth Partners LLC now owns 16,170 shares of the company’s stock valued at $1,045,000 after buying an additional 1,641 shares in the last quarter. JFS Wealth Advisors LLC increased its holdings in iShares ESG Advanced MSCI EAFE ETF by 36.8% in the fourth quarter. JFS Wealth Advisors LLC now owns 2,157 shares of the company’s stock valued at $139,000 after buying an additional 580 shares in the last quarter. WBH Advisory Inc. increased its holdings in iShares ESG Advanced MSCI EAFE ETF by 10.3% in the fourth quarter. WBH Advisory Inc. now owns 3,962 shares of the company’s stock valued at $256,000 after buying an additional 371 shares in the last quarter. Venturi Wealth Management LLC increased its holdings in iShares ESG Advanced MSCI EAFE ETF by 10.5% in the fourth quarter. Venturi Wealth Management LLC now owns 4,125 shares of the company’s stock valued at $267,000 after buying an additional 391 shares in the last quarter. Finally, Atria Wealth Solutions Inc. increased its holdings in iShares ESG Advanced MSCI EAFE ETF by 7.9% in the fourth quarter. Atria Wealth Solutions Inc. now owns 53,800 shares of the company’s stock valued at $3,477,000 after buying an additional 3,943 shares in the last quarter.

iShares ESG Advanced MSCI EAFE ETF Trading Down 1.4%

Shares of iShares ESG Advanced MSCI EAFE ETF stock opened at $72.27 on Wednesday. iShares ESG Advanced MSCI EAFE ETF has a 12-month low of $58.82 and a 12-month high of $75.26. The stock has a market cap of $794.97 million, a PE ratio of 19.02 and a beta of 0.91. The company has a 50-day moving average of $71.08 and a two-hundred day moving average of $68.47.

iShares ESG Advanced MSCI EAFE ETF Increases Dividend

The business also recently announced a dividend, which will be paid on Friday, June 20th. Shareholders of record on Monday, June 16th will be issued a $1.1405 dividend. The ex-dividend date is Monday, June 16th. This is a boost from iShares ESG Advanced MSCI EAFE ETF’s previous dividend of $0.88.

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.