Congress Wealth Management LLC DE Reduces Stock Position in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF)

Congress Wealth Management LLC DE trimmed its holdings in iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF) by 6.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 13,845 shares of the company’s stock after selling 949 shares during the period. Congress Wealth Management LLC DE’s holdings in iShares ESG Advanced MSCI EAFE ETF were worth $895,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Pathway Financial Advisors LLC raised its stake in shares of iShares ESG Advanced MSCI EAFE ETF by 2.9% in the 4th quarter. Pathway Financial Advisors LLC now owns 5,386 shares of the company’s stock valued at $348,000 after purchasing an additional 153 shares in the last quarter. Johnson Bixby & Associates LLC raised its stake in iShares ESG Advanced MSCI EAFE ETF by 3.9% during the fourth quarter. Johnson Bixby & Associates LLC now owns 4,652 shares of the company’s stock valued at $301,000 after buying an additional 174 shares in the last quarter. Stratos Wealth Advisors LLC lifted its holdings in iShares ESG Advanced MSCI EAFE ETF by 3.4% during the 4th quarter. Stratos Wealth Advisors LLC now owns 5,455 shares of the company’s stock worth $353,000 after buying an additional 180 shares during the last quarter. Farther Finance Advisors LLC grew its position in shares of iShares ESG Advanced MSCI EAFE ETF by 3.4% in the 4th quarter. Farther Finance Advisors LLC now owns 7,815 shares of the company’s stock worth $505,000 after acquiring an additional 256 shares in the last quarter. Finally, SOA Wealth Advisors LLC. increased its holdings in shares of iShares ESG Advanced MSCI EAFE ETF by 8.8% in the 4th quarter. SOA Wealth Advisors LLC. now owns 3,355 shares of the company’s stock valued at $217,000 after acquiring an additional 272 shares during the last quarter.

iShares ESG Advanced MSCI EAFE ETF Trading Up 0.2 %

DMXF stock opened at $68.33 on Friday. The firm has a market cap of $833.63 million, a P/E ratio of 19.70 and a beta of 0.91. The stock’s 50 day simple moving average is $68.40 and its 200 day simple moving average is $68.16. iShares ESG Advanced MSCI EAFE ETF has a 12-month low of $63.32 and a 12-month high of $73.20.

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.