Halbert Hargrove Global Advisors LLC Cuts Holdings in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)

Halbert Hargrove Global Advisors LLC reduced its holdings in shares of iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 8.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 17,119 shares of the company’s stock after selling 1,645 shares during the quarter. Halbert Hargrove Global Advisors LLC owned 0.16% of iShares ESG Advanced MSCI EAFE ETF worth $1,233,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently modified their holdings of the company. GPS Wealth Strategies Group LLC lifted its stake in iShares ESG Advanced MSCI EAFE ETF by 49.1% during the 2nd quarter. GPS Wealth Strategies Group LLC now owns 671 shares of the company’s stock valued at $45,000 after acquiring an additional 221 shares during the period. Benjamin F. Edwards & Company Inc. purchased a new stake in iShares ESG Advanced MSCI EAFE ETF in the second quarter worth approximately $57,000. Continuum Advisory LLC grew its position in iShares ESG Advanced MSCI EAFE ETF by 24.5% in the 2nd quarter. Continuum Advisory LLC now owns 1,012 shares of the company’s stock worth $68,000 after purchasing an additional 199 shares during the period. Sugarloaf Wealth Management LLC raised its stake in iShares ESG Advanced MSCI EAFE ETF by 38.1% during the 3rd quarter. Sugarloaf Wealth Management LLC now owns 2,259 shares of the company’s stock valued at $163,000 after buying an additional 623 shares during the last quarter. Finally, Physician Wealth Advisors Inc. bought a new position in shares of iShares ESG Advanced MSCI EAFE ETF during the 1st quarter valued at $202,000.

iShares ESG Advanced MSCI EAFE ETF Stock Performance

Shares of DMXF stock traded up $0.13 on Thursday, reaching $69.95. The stock had a trading volume of 130 shares, compared to its average volume of 27,851. The stock has a market cap of $755.46 million, a P/E ratio of 18.77 and a beta of 0.91. iShares ESG Advanced MSCI EAFE ETF has a 1 year low of $54.23 and a 1 year high of $73.20. The company has a 50 day simple moving average of $70.26 and a 200 day simple moving average of $68.59.

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.