Stephenson & Company Inc. Buys 653 Shares of iShares ESG Aware MSCI EAFE ETF $ESGD

Stephenson & Company Inc. boosted its stake in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 21.2% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,731 shares of the company’s stock after purchasing an additional 653 shares during the period. iShares ESG Aware MSCI EAFE ETF accounts for about 0.2% of Stephenson & Company Inc.’s investment portfolio, making the stock its 23rd biggest holding. Stephenson & Company Inc.’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $333,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently made changes to their positions in the stock. Kathleen S. Wright Associates Inc. bought a new stake in shares of iShares ESG Aware MSCI EAFE ETF during the 2nd quarter worth approximately $29,000. JFS Wealth Advisors LLC acquired a new position in iShares ESG Aware MSCI EAFE ETF during the second quarter worth $35,000. Atlantic Union Bankshares Corp bought a new stake in iShares ESG Aware MSCI EAFE ETF during the second quarter worth $39,000. AE Wealth Management LLC lifted its stake in iShares ESG Aware MSCI EAFE ETF by 249.4% in 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 last quarter. Finally, Smartleaf Asset Management LLC lifted its stake in iShares ESG Aware MSCI EAFE ETF by 1,035.9% in 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 last quarter.

iShares ESG Aware MSCI EAFE ETF Price Performance

iShares ESG Aware MSCI EAFE ETF stock opened at $94.95 on Friday. The firm has a market capitalization of $10.65 billion, a PE ratio of 16.73 and a beta of 0.85. The company’s 50-day moving average is $93.56 and its 200-day moving average is $90.34. iShares ESG Aware MSCI EAFE ETF has a fifty-two week low of $72.33 and a fifty-two week high of $96.19.

iShares ESG Aware MSCI EAFE ETF Profile

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.