Essential Planning LLC. Takes $7.02 Million Position in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Essential Planning LLC. acquired a new stake in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 88,110 shares of the company’s stock, valued at approximately $7,021,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Assetmark Inc. bought a new stake in iShares ESG Aware MSCI EAFE ETF in the 3rd quarter valued at $58,000. Apollon Wealth Management LLC increased its holdings in iShares ESG Aware MSCI EAFE ETF by 12.8% in the 3rd quarter. Apollon Wealth Management LLC now owns 4,715 shares of the company’s stock valued at $397,000 after acquiring an additional 534 shares during the last quarter. Verus Capital Partners LLC increased its holdings in iShares ESG Aware MSCI EAFE ETF by 7.1% in the 3rd quarter. Verus Capital Partners LLC now owns 2,713 shares of the company’s stock valued at $228,000 after acquiring an additional 180 shares during the last quarter. Mascoma Wealth Management LLC increased its holdings in iShares ESG Aware MSCI EAFE ETF by 17.2% in the 3rd quarter. Mascoma Wealth Management LLC now owns 69,294 shares of the company’s stock valued at $5,832,000 after acquiring an additional 10,150 shares during the last quarter. Finally, Paulson Wealth Management Inc. increased its holdings in iShares ESG Aware MSCI EAFE ETF by 70.5% in the 3rd quarter. Paulson Wealth Management Inc. now owns 5,753 shares of the company’s stock valued at $484,000 after acquiring an additional 2,378 shares during the last quarter.

iShares ESG Aware MSCI EAFE ETF Stock Performance

Shares of NASDAQ ESGD opened at $82.05 on Wednesday. iShares ESG Aware MSCI EAFE ETF has a 52-week low of $74.08 and a 52-week high of $85.04. The company has a market cap of $8.89 billion, a P/E ratio of 17.51 and a beta of 0.86. The firm’s fifty day moving average is $79.72 and its two-hundred day moving average is $80.14.

iShares ESG Aware MSCI EAFE ETF Dividend Announcement

The firm also recently disclosed a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were paid a $1.0051 dividend. 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.