Captrust Financial Advisors Trims Stock Holdings in iShares ESG Aware MSCI EM ETF (NASDAQ:ESGE)

Captrust Financial Advisors lowered its holdings in shares of iShares ESG Aware MSCI EM ETF (NASDAQ:ESGE) by 10.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 37,600 shares of the company’s stock after selling 4,296 shares during the quarter. Captrust Financial Advisors’ holdings in iShares ESG Aware MSCI EM ETF were worth $1,255,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Bear Mountain Capital Inc. boosted its holdings in shares of iShares ESG Aware MSCI EM ETF by 0.7% in the fourth quarter. Bear Mountain Capital Inc. now owns 49,316 shares of the company’s stock valued at $1,687,000 after purchasing an additional 358 shares during the period. Whittier Trust Co. of Nevada Inc. increased its holdings in iShares ESG Aware MSCI EM ETF by 51.5% during the 4th quarter. Whittier Trust Co. of Nevada Inc. now owns 1,148 shares of the company’s stock worth $38,000 after purchasing an additional 390 shares during the period. Coppell Advisory Solutions LLC increased its holdings in iShares ESG Aware MSCI EM ETF by 42.5% during the 4th quarter. Coppell Advisory Solutions LLC now owns 1,388 shares of the company’s stock worth $47,000 after purchasing an additional 414 shares during the period. Trust Co. of Vermont lifted its holdings in shares of iShares ESG Aware MSCI EM ETF by 61.8% in the 4th quarter. Trust Co. of Vermont now owns 1,560 shares of the company’s stock worth $52,000 after buying an additional 596 shares during the period. Finally, EverSource Wealth Advisors LLC lifted its holdings in shares of iShares ESG Aware MSCI EM ETF by 6.8% in the 4th quarter. EverSource Wealth Advisors LLC now owns 11,118 shares of the company’s stock worth $371,000 after buying an additional 704 shares during the period.

iShares ESG Aware MSCI EM ETF Price Performance

NASDAQ:ESGE opened at $37.21 on Thursday. The firm has a market cap of $4.77 billion, a PE ratio of 13.06 and a beta of 0.75. The company has a 50-day moving average of $34.73 and a 200 day moving average of $34.67. iShares ESG Aware MSCI EM ETF has a 1-year low of $30.57 and a 1-year high of $37.72.

iShares ESG Aware MSCI EM ETF Profile

The iShares ESG Aware MSCI EM ETF (ESGE) is an exchange-traded fund that is based on the MSCI EM Extended ESG Focus index. The fund tracks an index of large- and mid-cap companies from emerging market economies. Stocks are selected and weighted for positive environmental, social, and governance characteristics while maintaining similar investment risk\u002Freturn of the market.