Values Added Financial LLC Has $1.65 Million Position in iShares ESG Aware MSCI EAFE ETF $ESGD

Values Added Financial LLC lowered its holdings in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 46.2% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 18,496 shares of the company’s stock after selling 15,878 shares during the quarter. Values Added Financial LLC’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $1,650,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in ESGD. AE Wealth Management LLC lifted its stake in shares of iShares ESG Aware MSCI EAFE ETF by 249.4% during the first quarter. AE Wealth Management LLC now owns 580 shares of the company’s stock valued at $47,000 after acquiring an additional 414 shares during the period. Golden State Wealth Management LLC lifted its stake in shares of iShares ESG Aware MSCI EAFE ETF by 100.0% during the first quarter. Golden State Wealth Management LLC now owns 692 shares of the company’s stock valued at $57,000 after acquiring an additional 346 shares during the period. Smartleaf Asset Management LLC lifted its stake in shares of iShares ESG Aware MSCI EAFE ETF by 1,035.9% during the first quarter. Smartleaf Asset Management LLC now owns 727 shares of the company’s stock valued at $60,000 after acquiring an additional 663 shares during the period. Ritter Daniher Financial Advisory LLC DE acquired a new position in shares of iShares ESG Aware MSCI EAFE ETF during the first quarter valued at $61,000. Finally, Financial Gravity Asset Management Inc. acquired a new position in shares of iShares ESG Aware MSCI EAFE ETF during the first quarter valued at $65,000.

iShares ESG Aware MSCI EAFE ETF Stock Up 0.3%

Shares of ESGD opened at $94.28 on Thursday. iShares ESG Aware MSCI EAFE ETF has a 12-month low of $72.33 and a 12-month high of $95.13. The firm has a market capitalization of $10.39 billion, a PE ratio of 16.73 and a beta of 0.86. The stock’s fifty day simple moving average is $91.58 and its 200-day simple moving average is $87.78.

About iShares ESG Aware MSCI EAFE ETF

The iShares ESG Aware MSCI EAFE ETF (ESGD) is an exchange-traded fund that is based on the MSCI EAFE Extended ESG Focus index. The fund tracks an index of developed market international companies that have been selected and weighted for positive environmental, social, and governance characteristics. ESGD was launched on Jun 28, 2016 and is managed by BlackRock.