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DMXF

iShares ESG Advanced MSCI EAFE ETF
1W: -2.1% 1M: -10.8% 3M: -3.0% YTD: -3.3% 1Y: +11.2% 3Y: +41.0% 5Y: +30.0%
$73.53
-1.77 (-2.35%)
After Hours: $73.12 (-0.41, -0.56%)
ETF NASDAQ · AUM $705.0M
ETF-Level Metrics
AUM$705M
Holdings408
Top 10 Wt21.0%
Beta1.06
% Profitable90%
Coverage99%
Portfolio Valuation
P/E19.6
P/B2.2
P/S2.5
EV/EBITDA11.7
P/FCF23.0
PEG1.15
Profitability & Returns
Gross Margin48.8%
Net Margin12.8%
ROE11.2%
ROA0.8%
ROIC18.9%
Div Yield2.58%
Leverage & Liquidity
Debt/Equity2.39
Debt/Assets0.17
Net Debt/EBITDA-7.4x
Interest Cov0.9x
Current Ratio0.44
Quick Ratio0.44
Growth (YoY)
Revenue+16.5%
Net Income+34.5%
EPS+36.8%
FCF+29.9%
EBITDA+26.7%
Rev CAGR 3Y+13.4%
Quality Scores
Piotroski F6.5
Altman Z5.18
IS Quality68.6
IS Overall55.7
IS Value63.0
Median P/E19.0

Sector Breakdown

11 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 97 31.7% 14.5
Technology 44 19.0% 33.1
Industrials 83 15.1% 26.8
Healthcare 40 10.8% 37.3
Communication Services 26 5.9% 28.6
Basic Materials 22 4.7% 29.5
Consumer Cyclical 30 4.4% 127.4
Real Estate 33 4.1% 53.8
Consumer Defensive 26 2.9% 21.3
Utilities 8 0.7% 8.1
Other 19 0.7%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 428 holdings · Page 1 of 9
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 ASML HOLDING NV ASML.AS 5.55% $44.2M 32,873 46.9 $452.5B Technology
2 NOVARTIS AG NOVN.SW 2.98% $23.7M 160,891 20.5 $228.1B Healthcare
3 SAP SAP.DE 2.04% $16.3M 88,359 23.0 $168.9B Technology
4 MITSUBISHI UFJ FINANCIAL GROUP INC 8306.T 2.04% $16.2M 956,600 16.0 $30.6T Financial Services
5 ALLIANZ ALV.DE 1.64% $13.1M 32,179 12.3 $133.4B Financial Services
6 SCHNEIDER ELECTRIC SU.PA 1.64% $13.0M 46,499 32.2 $133.9B Industrials
7 ABB LTD ABBN.SW 1.39% $11.1M 133,042 31.2 $117.5B Industrials
8 SUMITOMO MITSUI FINANCIAL GROUP IN 8316.T 1.27% $10.2M 311,500 14.1 $20.0T Financial Services
9 ADVANTEST CORP 6857.T 1.23% $9.8M 64,800 56.0 $16.7T Technology
10 AIA GROUP LTD 1299.HK 1.19% $9.5M 900,000 18.4 $910.6B Financial Services
11 LAIR LIQUIDE SOCIETE ANONYME POUR AI.PA 1.19% $9.5M 49,031 28.1 $99.0B Basic Materials
12 TOKYO ELECTRON LTD 8035.T 1.18% $9.4M 37,800 35.4 $18.6T Technology
13 ZURICH INSURANCE GROUP AG ZURN.SW 1.08% $8.6M 12,467 11.9 $81.9B Financial Services
14 WESTPAC BANKING CORPORATION CORP WBC.AX 1.06% $8.4M 291,047 20.1 $138.3B Financial Services
15 MIZUHO FINANCIAL GROUP INC 8411.T 1.03% $8.2M 210,800 15.1 $15.7T Financial Services
16 SOFTBANK GROUP CORP 9984.T 0.89% $7.1M 313,500 6.1 $21.8T Communication Services
17 DBS GROUP HOLDINGS LTD D05.SI 0.81% $6.5M 144,720 15.5 $162.1B Financial Services
18 SPOTIFY TECHNOLOGY SA 639.DE 0.80% $6.4M 13,283 38.5 $85.1B Technology
19 ING GROEP NV INGA.AS 0.80% $6.4M 248,927 10.1 $63.2B Financial Services
20 AXA SA CS.PA 0.79% $6.3M 141,520 9.8 $79.2B Financial Services
21 KEYENCE CORP 6861.T 0.77% $6.1M 16,400 33.4 $14.0T Technology
22 TOKIO MARINE HOLDINGS INC 8766.T 0.74% $5.9M 155,600 13.5 $14.4T Financial Services
23 ESSILORLUXOTTICA SA EL.PA 0.73% $5.8M 25,442 38.9 $90.0B Healthcare
24 SHIN ETSU CHEMICAL LTD 4063.T 0.72% $5.8M 142,800 23.8 $11.8T Basic Materials
25 NINTENDO LTD 7974.T 0.72% $5.7M 93,100 27.0 $10.5T Technology
26 INVESTOR CLASS B INVE-B.ST 0.71% $5.6M 154,081 6.7 $1.1T Financial Services
27 HERMES INTERNATIONAL RMS.PA 0.67% $5.4M 2,678 38.0 $172.0B Consumer Cyclical
28 PROSUS NV CLASS N PRX.AS 0.65% $5.2M 111,269 7.5 $86.2B Communication Services
29 RELX PLC REL.L 0.65% $5.2M 154,107 21.1 $43.0B Communication Services
30 HOYA CORP 7741.T 0.63% $5.0M 28,500 37.0 $9.5T Healthcare
31 RECRUIT HOLDINGS LTD 6098.T 0.60% $4.8M 119,500 20.0 $8.9T Industrials
32 NORDEA BANK NDA-FI.HE 0.59% $4.7M 263,344 10.0 $48.6B Financial Services
33 INFINEON TECHNOLOGIES AG IFX.DE 0.59% $4.7M 110,464 49.4 $50.6B Technology
34 OVERSEA-CHINESE BANKING LTD O39.SI 0.59% $4.7M 278,500 6.6 $96.6B Financial Services
35 DEUTSCHE BOERSE AG DB1.DE 0.58% $4.6M 16,039 22.0 $43.6B Financial Services
36 LONDON STOCK EXCHANGE GROUP PLC LSEG.L 0.56% $4.5M 38,781 34.1 $42.1B Financial Services
37 SOCIETE GENERALE SA GLE.PA 0.54% $4.3M 58,396 7.1 $46.3B Financial Services
38 MACQUARIE GROUP LTD DEF MQG.AX 0.53% $4.3M 30,883 19.6 $75.3B Financial Services
39 KDDI CORP 9433.T 0.52% $4.2M 247,600 13.5 $10.3T Communication Services
40 HONG KONG EXCHANGES AND CLEARING L 0388.HK 0.52% $4.2M 81,900 27.7 $493.7B Financial Services
41 SWISS RE AG SREN.SW 0.52% $4.1M 25,264 13.9 $37.7B Financial Services
42 COMPASS GROUP PLC CPG.L 0.51% $4.0M 143,539 24.7 $35.5B Consumer Cyclical
43 CSL LTD CSL.AX 0.49% $3.9M 40,992 33.0 $70.1B Healthcare
44 CAIXABANK SA CABK.MC 0.48% $3.9M 332,270 12.1 $70.9B Financial Services
45 USD CASH Cash 0.47% $3.8M 3,777,236
46 NOKIA NOKIA.HE 0.46% $3.7M 448,302 44.9 $40.4B Technology
47 ARGENX ARGX.BR 0.45% $3.6M 5,247 37.8 $37.2B Healthcare
48 LONZA GROUP AG LONN.SW 0.44% $3.5M 5,929 38.2 $34.7B Healthcare
49 LEGRAND SA LR.PA 0.44% $3.5M 22,385 27.8 $34.7B Industrials
50 MURATA MANUFACTURING LTD 6981.T 0.42% $3.4M 142,100 35.8 $6.8T Technology
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms