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

Values Added Financial LLC decreased its position in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 5.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 18,064 shares of the company’s stock after selling 982 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 24th biggest holding. Values Added Financial LLC’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $1,365,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Shotwell Rutter Baer Inc bought a new position in shares of iShares ESG Aware MSCI EAFE ETF during the 4th quarter valued at approximately $557,000. High Note Wealth LLC grew its position in shares of iShares ESG Aware MSCI EAFE ETF by 0.3% during the 4th quarter. High Note Wealth LLC now owns 240,603 shares of the company’s stock valued at $18,175,000 after acquiring an additional 796 shares during the period. Columbia Trust Co 01012016 bought a new position in shares of iShares ESG Aware MSCI EAFE ETF during the 4th quarter valued at approximately $486,000. Hilltop Wealth Advisors LLC grew its position in shares of iShares ESG Aware MSCI EAFE ETF by 6.2% during the 4th quarter. Hilltop Wealth Advisors LLC now owns 29,709 shares of the company’s stock valued at $2,244,000 after acquiring an additional 1,746 shares during the period. Finally, Vision Capital Management Inc. grew its position in shares of iShares ESG Aware MSCI EAFE ETF by 16.7% during the 4th quarter. Vision Capital Management Inc. now owns 36,925 shares of the company’s stock valued at $2,789,000 after acquiring an additional 5,281 shares during the period.

iShares ESG Aware MSCI EAFE ETF Trading Down 0.3 %

ESGD opened at $79.91 on Friday. The company has a 50 day moving average of $77.11 and a 200 day moving average of $73.38. The company has a market cap of $8.11 billion, a PE ratio of 12.51 and a beta of 0.86. iShares ESG Aware MSCI EAFE ETF has a 12 month low of $65.74 and a 12 month high of $80.20.

About iShares ESG Aware MSCI EAFE ETF

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.