WR Wealth Planners LLC Sells 1,681 Shares of iShares ESG Aware MSCI EM ETF (NASDAQ:ESGE)

Posted by Lauren Steadman on Mar 2nd, 2025

WR Wealth Planners LLC decreased its holdings in shares of iShares ESG Aware MSCI EM ETF (NASDAQ:ESGE – Free Report) by 32.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,477 shares of the company’s stock after selling 1,681 shares during the quarter. WR Wealth Planners LLC’s holdings in iShares ESG Aware MSCI EM ETF were worth $116,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also bought and sold shares of ESGE. Golden State Wealth Management LLC bought a new position in shares of iShares ESG Aware MSCI EM ETF in the fourth quarter worth $36,000. Trust Co. of Vermont raised its stake in shares of iShares ESG Aware MSCI EM ETF by 61.8% during the fourth quarter. Trust Co. of Vermont now owns 1,560 shares of the company’s stock valued at $52,000 after acquiring an additional 596 shares during the last quarter. Wilmington Savings Fund Society FSB bought a new position in iShares ESG Aware MSCI EM ETF in the third quarter worth about $66,000. Creative Financial Designs Inc. ADV raised its stake in iShares ESG Aware MSCI EM ETF by 37.9% in the third quarter. Creative Financial Designs Inc. ADV now owns 2,150 shares of the company’s stock worth $78,000 after buying an additional 591 shares in the last quarter. Finally, Finley Financial LLC bought a new position in shares of iShares ESG Aware MSCI EM ETF during the fourth quarter valued at approximately $81,000.

iShares ESG Aware MSCI EM ETF Stock Down 1.6 %

NASDAQ:ESGE opened at $34.69 on Friday. The company’s 50 day moving average price is $34.40 and its 200-day moving average price is $34.85. iShares ESG Aware MSCI EM ETF has a 52 week low of $31.01 and a 52 week high of $37.72. The stock has a market cap of $4.43 billion, a price-to-earnings ratio of 12.20 and a beta of 0.75.

iShares ESG Aware MSCI EM ETF Cuts Dividend

The firm also recently declared a dividend, which was paid on Friday, January 3rd. Stockholders of record on Monday, December 30th were paid a dividend of $0.0222 per share. The ex-dividend date was Monday, December 30th.

About iShares ESG Aware MSCI EM ETF

(Free Report)

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.