TrueWealth Financial Partners Takes $2.42 Million Position in iShares ESG Aware MSCI EAFE ETF $ESGD

TrueWealth Financial Partners bought a new stake in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) in the 4th quarter, Holdings Channel reports. The institutional investor bought 25,419 shares of the company’s stock, valued at approximately $2,417,000. iShares ESG Aware MSCI EAFE ETF makes up approximately 2.0% of TrueWealth Financial Partners’ investment portfolio, making the stock its 17th biggest holding.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Centurion Wealth Management LLC raised its position in shares of iShares ESG Aware MSCI EAFE ETF by 4.5% in the 4th quarter. Centurion Wealth Management LLC now owns 2,408 shares of the company’s stock valued at $229,000 after buying an additional 103 shares in the last quarter. Walkner Condon Financial Advisors LLC raised its position in shares of iShares ESG Aware MSCI EAFE ETF by 1.3% in the 3rd quarter. Walkner Condon Financial Advisors LLC now owns 8,277 shares of the company’s stock valued at $770,000 after buying an additional 105 shares in the last quarter. Beacon Financial Planning Inc. raised its position in shares of iShares ESG Aware MSCI EAFE ETF by 1.9% in the 4th quarter. Beacon Financial Planning Inc. now owns 5,714 shares of the company’s stock valued at $543,000 after buying an additional 106 shares in the last quarter. Aprio Wealth Management LLC raised its position in shares of iShares ESG Aware MSCI EAFE ETF by 0.8% in the 3rd quarter. Aprio Wealth Management LLC now owns 12,956 shares of the company’s stock valued at $1,205,000 after buying an additional 107 shares in the last quarter. Finally, McAdam LLC raised its position in shares of iShares ESG Aware MSCI EAFE ETF by 1.9% in the 3rd quarter. McAdam LLC now owns 5,988 shares of the company’s stock valued at $557,000 after buying an additional 109 shares in the last quarter.

iShares ESG Aware MSCI EAFE ETF Trading Up 0.7%

Shares of NASDAQ:ESGD opened at $102.35 on Thursday. The firm has a 50 day moving average of $98.58 and a 200-day moving average of $97.71. The stock has a market capitalization of $11.42 billion, a PE ratio of 16.73 and a beta of 0.79. iShares ESG Aware MSCI EAFE ETF has a 12 month low of $85.48 and a 12 month high of $104.81.

iShares ESG Aware MSCI EAFE ETF Company 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.