LFA Lugano Financial Advisors SA Invests $20.48 Million in iShares ESG Aware MSCI EAFE ETF $ESGD

LFA Lugano Financial Advisors SA acquired a new stake in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 229,552 shares of the company’s stock, valued at approximately $20,481,000. iShares ESG Aware MSCI EAFE ETF accounts for about 12.1% of LFA Lugano Financial Advisors SA’s investment portfolio, making the stock its 2nd largest holding. LFA Lugano Financial Advisors SA owned about 0.21% of iShares ESG Aware MSCI EAFE ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Acadian Asset Management LLC lifted its holdings in shares of iShares ESG Aware MSCI EAFE ETF by 488.7% in the 2nd quarter. Acadian Asset Management LLC now owns 97,004 shares of the company’s stock valued at $8,653,000 after buying an additional 80,527 shares during the period. Brio Consultants LLC grew its holdings in iShares ESG Aware MSCI EAFE ETF by 8.9% during the second quarter. Brio Consultants LLC now owns 33,855 shares of the company’s stock worth $3,021,000 after acquiring an additional 2,762 shares during the period. Decker Retirement Planning Inc. raised its position in iShares ESG Aware MSCI EAFE ETF by 38,896.8% in the second quarter. Decker Retirement Planning Inc. now owns 36,267 shares of the company’s stock worth $3,236,000 after acquiring an additional 36,174 shares in the last quarter. One Wealth Capital Management LLC acquired a new stake in iShares ESG Aware MSCI EAFE ETF in the second quarter valued at $207,000. Finally, AE Wealth Management LLC lifted its holdings in iShares ESG Aware MSCI EAFE ETF by 55.0% in the second quarter. AE Wealth Management LLC now owns 899 shares of the company’s stock valued at $80,000 after acquiring an additional 319 shares during the period.

iShares ESG Aware MSCI EAFE ETF Stock Performance

Shares of NASDAQ ESGD opened at $93.82 on Friday. iShares ESG Aware MSCI EAFE ETF has a one year low of $72.33 and a one year high of $95.63. The firm has a market capitalization of $10.53 billion, a P/E ratio of 16.73 and a beta of 0.85. The company’s fifty day moving average is $93.16 and its two-hundred day moving average is $90.06.

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.