Values Added Financial LLC Increases Holdings in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Values Added Financial LLC increased its stake in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 26.2% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 24,105 shares of the company’s stock after purchasing an additional 5,006 shares during the period. iShares ESG Aware MSCI EAFE ETF accounts for 1.1% of Values Added Financial LLC’s investment portfolio, making the stock its 25th largest position. Values Added Financial LLC’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $1,835,000 as of its most recent filing with the SEC.

Other institutional investors have also added to or reduced their stakes in the company. FMR LLC boosted its position in shares of iShares ESG Aware MSCI EAFE ETF by 23.8% in the third quarter. FMR LLC now owns 1,883,572 shares of the company’s stock valued at $158,540,000 after acquiring an additional 362,700 shares during the period. Bond & Devick Financial Network Inc. lifted its stake in iShares ESG Aware MSCI EAFE ETF by 75.1% in the 3rd quarter. Bond & Devick Financial Network Inc. now owns 172,613 shares of the company’s stock worth $14,529,000 after purchasing an additional 74,017 shares in the last quarter. Objective Capital Management LLC bought a new position in iShares ESG Aware MSCI EAFE ETF in the 3rd quarter valued at $3,135,000. Clarius Group LLC grew its position in shares of iShares ESG Aware MSCI EAFE ETF by 40.5% during the 4th quarter. Clarius Group LLC now owns 121,617 shares of the company’s stock valued at $9,260,000 after purchasing an additional 35,059 shares in the last quarter. Finally, Wingate Wealth Advisors Inc. bought a new position in shares of iShares ESG Aware MSCI EAFE ETF in the fourth quarter worth $1,758,000.

iShares ESG Aware MSCI EAFE ETF Stock Performance

NASDAQ:ESGD opened at $81.76 on Friday. iShares ESG Aware MSCI EAFE ETF has a 52-week low of $74.08 and a 52-week high of $85.04. The stock has a fifty day moving average of $78.01 and a 200 day moving average of $79.73. The firm has a market capitalization of $8.85 billion, a price-to-earnings ratio of 15.45 and a beta of 0.86.

iShares ESG Aware MSCI EAFE ETF Announces Dividend

The firm also recently disclosed a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were issued a dividend of $1.0051 per share. The ex-dividend date was Tuesday, December 17th.

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.