Sensible Financial Planning & Management LLC. Makes New $591,000 Investment in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Sensible Financial Planning & Management LLC. purchased a new stake in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor purchased 7,027 shares of the company’s stock, valued at approximately $591,000.

Several other institutional investors and hedge funds also recently modified their holdings of the stock. Private Advisor Group LLC lifted its position in iShares ESG Aware MSCI EAFE ETF by 821.7% during the 1st quarter. Private Advisor Group LLC now owns 161,744 shares of the company’s stock worth $12,925,000 after acquiring an additional 144,195 shares in the last quarter. EP Wealth Advisors LLC boosted its stake 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 valued at $39,189,000 after purchasing an additional 123,283 shares during the period. Envestnet Asset Management Inc. grew its holdings 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 in the last quarter. Mercer Global Advisors Inc. ADV boosted its position in iShares ESG Aware MSCI EAFE ETF by 8.0% in the 2nd quarter. Mercer Global Advisors Inc. ADV now owns 985,020 shares of the company’s stock valued at $77,483,000 after buying an additional 72,631 shares during the last quarter. Finally, Oppenheimer Asset Management Inc. acquired a new position in shares of iShares ESG Aware MSCI EAFE ETF in the second quarter worth about $3,630,000.

iShares ESG Aware MSCI EAFE ETF Trading Up 0.3 %

ESGD stock traded up $0.23 during midday trading on Friday, hitting $79.90. 5,998 shares of the company’s stock were exchanged, compared to its average volume of 267,975. The stock has a market capitalization of $8.37 billion, a price-to-earnings ratio of 15.45 and a beta of 0.86. The firm has a 50 day moving average price of $82.21 and a 200-day moving average price of $80.47. iShares ESG Aware MSCI EAFE ETF has a 12-month low of $68.34 and a 12-month 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.