Atria Wealth Solutions Inc. Has $2.46 Million Stock Position in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)

Atria Wealth Solutions Inc. lifted its holdings in shares of iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 2.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 38,538 shares of the company’s stock after buying an additional 860 shares during the period. Atria Wealth Solutions Inc.’s holdings in iShares ESG Advanced MSCI EAFE ETF were worth $2,462,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of the business. Invera Wealth Advisors LLC acquired a new position in iShares ESG Advanced MSCI EAFE ETF in the 4th quarter worth about $4,398,000. Concourse Financial Group Securities Inc. increased its holdings in iShares ESG Advanced MSCI EAFE ETF by 53.6% in the 3rd quarter. Concourse Financial Group Securities Inc. now owns 777 shares of the company’s stock worth $44,000 after purchasing an additional 271 shares in the last quarter. LPL Financial LLC increased its holdings in iShares ESG Advanced MSCI EAFE ETF by 176.3% in the 3rd quarter. LPL Financial LLC now owns 102,377 shares of the company’s stock worth $5,845,000 after purchasing an additional 65,328 shares in the last quarter. Lincoln National Corp acquired a new position in iShares ESG Advanced MSCI EAFE ETF in the 3rd quarter worth about $210,000. Finally, Lazard Asset Management LLC acquired a new position in iShares ESG Advanced MSCI EAFE ETF in the 3rd quarter worth about $788,000.

iShares ESG Advanced MSCI EAFE ETF Stock Up 0.8 %

Shares of DMXF opened at $65.84 on Monday. iShares ESG Advanced MSCI EAFE ETF has a 12-month low of $54.23 and a 12-month high of $69.26. The business has a 50-day simple moving average of $67.10 and a two-hundred day simple moving average of $63.29. The stock has a market cap of $632.06 million, a PE ratio of 18.15 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.