Monterey Private Wealth Inc. Acquires 148 Shares of iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)

Monterey Private Wealth Inc. boosted its stake in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 2.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,330 shares of the company’s stock after buying an additional 148 shares during the quarter. Monterey Private Wealth Inc.’s holdings in iShares ESG Advanced MSCI EAFE ETF were worth $384,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the stock. Sei Investments Co. increased its stake in shares of iShares ESG Advanced MSCI EAFE ETF by 134.4% in the 2nd quarter. Sei Investments Co. now owns 151,060 shares of the company’s stock valued at $10,186,000 after buying an additional 86,613 shares during the period. Williams Financial LLC acquired a new position in iShares ESG Advanced MSCI EAFE ETF during the 2nd quarter valued at about $3,232,000. Adroit Compliance LLC bought a new position in shares of iShares ESG Advanced MSCI EAFE ETF in the 4th quarter valued at about $2,983,000. Cetera Investment Advisers grew its position in shares of iShares ESG Advanced MSCI EAFE ETF by 85.1% during the 1st quarter. Cetera Investment Advisers now owns 94,346 shares of the company’s stock worth $6,428,000 after buying an additional 43,386 shares during the period. Finally, Park Avenue Securities LLC raised its stake in shares of 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.

iShares ESG Advanced MSCI EAFE ETF Price Performance

Shares of NASDAQ DMXF opened at $70.64 on Friday. The company’s 50 day simple moving average is $69.59 and its 200 day simple moving average is $68.45. iShares ESG Advanced MSCI EAFE ETF has a fifty-two week low of $54.23 and a fifty-two week high of $73.20. The firm has a market capitalization of $762.91 million, a P/E ratio of 18.77 and a beta of 0.91.

About iShares ESG Advanced MSCI EAFE ETF

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.