Integrated Wealth Concepts LLC Trims Stock Holdings in iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML)

Integrated Wealth Concepts LLC cut its holdings in shares of iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML) by 69.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 11,491 shares of the company’s stock after selling 25,613 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in iShares ESG Aware MSCI USA Small-Cap ETF were worth $483,000 as of its most recent SEC filing.

A number of other institutional investors also recently made changes to their positions in ESML. TIAA Trust National Association grew its position in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 1.3% during the fourth quarter. TIAA Trust National Association now owns 2,385,728 shares of the company’s stock worth $100,222,000 after buying an additional 30,253 shares in the last quarter. SVB Wealth LLC acquired a new position in iShares ESG Aware MSCI USA Small-Cap ETF during the 4th quarter worth $1,164,000. JPMorgan Chase & Co. increased its position in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 24.6% in the 4th quarter. JPMorgan Chase & Co. now owns 57,127 shares of the company’s stock worth $2,402,000 after purchasing an additional 11,294 shares during the last quarter. United Capital Financial Advisors LLC raised its stake in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 83.0% in the 4th quarter. United Capital Financial Advisors LLC now owns 12,735 shares of the company’s stock valued at $536,000 after purchasing an additional 5,775 shares in the last quarter. Finally, Finley Financial LLC bought a new position in shares of iShares ESG Aware MSCI USA Small-Cap ETF during the fourth quarter worth about $215,000.

iShares ESG Aware MSCI USA Small-Cap ETF Stock Down 8.8 %

Shares of iShares ESG Aware MSCI USA Small-Cap ETF stock opened at $38.52 on Friday. The business has a 50-day moving average price of $37.79 and a 200 day moving average price of $41.42. iShares ESG Aware MSCI USA Small-Cap ETF has a fifty-two week low of $32.91 and a fifty-two week high of $46.30. The firm has a market cap of $1.75 billion, a P/E ratio of 16.87 and a beta of 1.10.

About iShares ESG Aware MSCI USA Small-Cap ETF

The iShares ESG Aware MSCI USA Small-Cap ETF (ESML) is an exchange-traded fund that mostly invests in small-cap stocks. The fund tracks an index of US small-cap companies with high environmental, social, and governance factor scores as determined by MSCI. ESML was launched on Apr 10, 2018 and is managed by BlackRock.