Axxcess Wealth Management LLC Has $3 Million Stock Holdings in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Axxcess Wealth Management LLC lifted its stake in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 5.8% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 35,640 shares of the company’s stock after purchasing an additional 1,955 shares during the quarter. Axxcess Wealth Management LLC’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $3,000,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. EP Wealth Advisors LLC boosted its holdings in shares of iShares ESG Aware MSCI EAFE ETF by 32.9% in the second quarter. EP Wealth Advisors LLC now owns 497,450 shares of the company’s stock worth $39,189,000 after buying an additional 123,283 shares during the period. Envestnet Asset Management Inc. raised its stake in iShares ESG Aware MSCI EAFE ETF by 4.8% during the 2nd quarter. Envestnet Asset Management Inc. now owns 1,629,400 shares of the company’s stock valued at $128,364,000 after purchasing an additional 75,363 shares during the period. Mercer Global Advisors Inc. ADV lifted its holdings in shares of iShares ESG Aware MSCI EAFE ETF by 8.0% in the second quarter. Mercer Global Advisors Inc. ADV now owns 985,020 shares of the company’s stock valued at $77,483,000 after purchasing an additional 72,631 shares in the last quarter. Oppenheimer Asset Management Inc. acquired a new position in iShares ESG Aware MSCI EAFE ETF during the second quarter valued at $3,630,000. Finally, Northwestern Mutual Wealth Management Co. boosted its position in iShares ESG Aware MSCI EAFE ETF by 5.1% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 918,335 shares of the company’s stock worth $72,346,000 after acquiring an additional 44,711 shares during the period.

iShares ESG Aware MSCI EAFE ETF Price Performance

NASDAQ ESGD opened at $79.35 on Monday. The firm has a market capitalization of $8.32 billion, a price-to-earnings ratio of 15.45 and a beta of 0.86. The company has a 50 day simple moving average of $81.81 and a 200-day simple moving average of $80.63. iShares ESG Aware MSCI EAFE ETF has a 52-week low of $68.34 and a 52-week high of $85.04.

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.