Sugarloaf Wealth Management LLC Has $163,000 Stake in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)

Sugarloaf Wealth Management LLC raised its stake in shares of iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 38.1% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 2,259 shares of the company’s stock after purchasing an additional 623 shares during the period. Sugarloaf Wealth Management LLC’s holdings in iShares ESG Advanced MSCI EAFE ETF were worth $163,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Skyline Advisors Inc. raised its holdings in iShares ESG Advanced MSCI EAFE ETF by 1.8% during the 3rd quarter. Skyline Advisors Inc. now owns 12,274 shares of the company’s stock worth $884,000 after purchasing an additional 215 shares during the last quarter. Shotwell Rutter Baer Inc raised its stake in iShares ESG Advanced MSCI EAFE ETF by 5.7% during the third quarter. Shotwell Rutter Baer Inc now owns 17,226 shares of the company’s stock worth $1,224,000 after buying an additional 933 shares during the last quarter. Monterey Private Wealth Inc. lifted its holdings in iShares ESG Advanced MSCI EAFE ETF by 2.9% in the third quarter. Monterey Private Wealth Inc. now owns 5,330 shares of the company’s stock valued at $384,000 after buying an additional 148 shares during the period. Park Avenue Securities LLC boosted its position in 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 valued at $13,455,000 after acquiring an additional 39,510 shares during the last quarter. Finally, Sanctuary Advisors LLC acquired a new stake in iShares ESG Advanced MSCI EAFE ETF during the 2nd quarter worth about $1,608,000.

iShares ESG Advanced MSCI EAFE ETF Price Performance

Shares of NASDAQ:DMXF opened at $70.56 on Wednesday. iShares ESG Advanced MSCI EAFE ETF has a 1 year low of $54.23 and a 1 year high of $73.20. The business’s 50-day moving average is $69.70 and its 200-day moving average is $68.49. The company has a market capitalization of $762.10 million, a price-to-earnings 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.