Wealth Advisory Team LLC Invests $2.62 Million in iShares ESG Aware MSCI EAFE ETF $ESGD

Wealth Advisory Team LLC purchased a new position in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 27,510 shares of the company’s stock, valued at approximately $2,616,000. iShares ESG Aware MSCI EAFE ETF makes up about 2.3% of Wealth Advisory Team LLC’s investment portfolio, making the stock its 13th biggest holding.

A number of other hedge funds have also made changes to their positions in the stock. Bank of America Corp DE lifted its position in shares of iShares ESG Aware MSCI EAFE ETF by 0.4% in the third quarter. Bank of America Corp DE now owns 10,703,934 shares of the company’s stock worth $995,252,000 after purchasing an additional 44,374 shares in the last quarter. JPMorgan Chase & Co. lifted its position in shares of iShares ESG Aware MSCI EAFE ETF by 4.7% in the third quarter. JPMorgan Chase & Co. now owns 7,849,611 shares of the company’s stock worth $729,857,000 after purchasing an additional 350,018 shares in the last quarter. TIAA Trust National Association lifted its position in shares of iShares ESG Aware MSCI EAFE ETF by 3.2% in the third quarter. TIAA Trust National Association now owns 4,091,655 shares of the company’s stock worth $379,432,000 after purchasing an additional 127,473 shares in the last quarter. Acorns Advisers LLC lifted its position in shares of iShares ESG Aware MSCI EAFE ETF by 2.5% in the third quarter. Acorns Advisers LLC now owns 1,553,309 shares of the company’s stock worth $144,427,000 after purchasing an additional 37,167 shares in the last quarter. Finally, Mercer Global Advisors Inc. ADV lifted its position in shares of iShares ESG Aware MSCI EAFE ETF by 5.4% in the third quarter. Mercer Global Advisors Inc. ADV now owns 1,337,965 shares of the company’s stock worth $124,401,000 after purchasing an additional 68,092 shares in the last quarter.

iShares ESG Aware MSCI EAFE ETF Price Performance

NASDAQ ESGD opened at $102.08 on Friday. The company has a 50 day simple moving average of $98.65 and a 200-day simple moving average of $97.77. The firm has a market capitalization of $11.39 billion, a price-to-earnings ratio of 16.73 and a beta of 0.79. iShares ESG Aware MSCI EAFE ETF has a 52-week low of $85.48 and a 52-week high of $104.81.

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.