Patriot Financial Group Insurance Agency LLC Has $252,000 Stock Holdings in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)

Patriot Financial Group Insurance Agency LLC reduced its stake in shares of iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 25.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,905 shares of the company’s stock after selling 1,350 shares during the quarter. Patriot Financial Group Insurance Agency LLC’s holdings in iShares ESG Advanced MSCI EAFE ETF were worth $252,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in DMXF. JPMorgan Chase & Co. raised its position in iShares ESG Advanced MSCI EAFE ETF by 15.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 218,839 shares of the company’s stock valued at $15,765,000 after purchasing an additional 28,895 shares during the last quarter. Janney Montgomery Scott LLC raised its holdings in shares of iShares ESG Advanced MSCI EAFE ETF by 26.7% in the third quarter. Janney Montgomery Scott LLC now owns 36,502 shares of the company’s stock valued at $2,630,000 after buying an additional 7,696 shares during the last quarter. Creative Planning lifted its position in iShares ESG Advanced MSCI EAFE ETF by 1.6% during the 3rd quarter. Creative Planning now owns 13,935 shares of the company’s stock worth $1,004,000 after buying an additional 214 shares in the last quarter. Private Advisor Group LLC bought a new stake in iShares ESG Advanced MSCI EAFE ETF during the 3rd quarter worth about $377,000. Finally, Captrust Financial Advisors acquired a new stake in iShares ESG Advanced MSCI EAFE ETF in the 3rd quarter valued at about $249,000.

iShares ESG Advanced MSCI EAFE ETF Price Performance

DMXF stock opened at $67.42 on Thursday. The company has a 50 day moving average price of $66.18 and a 200 day moving average price of $68.15. iShares ESG Advanced MSCI EAFE ETF has a fifty-two week low of $63.32 and a fifty-two week high of $73.20. The stock has a market capitalization of $815.78 million, a PE ratio of 18.77 and a beta of 0.91.

iShares ESG Advanced MSCI EAFE ETF Announces Dividend

The company also recently declared a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were issued a $0.8842 dividend. The ex-dividend date of this dividend was Tuesday, December 17th.

iShares ESG Advanced MSCI EAFE ETF Company 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.