Valmark Advisers Inc. Purchases New Position in iShares ESG Aware MSCI EAFE ETF $ESGD

Valmark Advisers Inc. purchased a new stake in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) in the 2nd quarter, according to its most recent filing with the SEC. The institutional investor purchased 2,308 shares of the company’s stock, valued at approximately $206,000.

Several other large investors have also recently added to or reduced their stakes in the stock. Wealth Dimensions Group Ltd. increased its holdings in iShares ESG Aware MSCI EAFE ETF by 1.6% in the 1st quarter. Wealth Dimensions Group Ltd. now owns 7,473 shares of the company’s stock valued at $610,000 after purchasing an additional 121 shares in the last quarter. Farrell Financial LLC increased its holdings in iShares ESG Aware MSCI EAFE ETF by 1.9% in the 2nd quarter. Farrell Financial LLC now owns 6,522 shares of the company’s stock valued at $582,000 after purchasing an additional 121 shares in the last quarter. Affinity Capital Advisors LLC increased its holdings in iShares ESG Aware MSCI EAFE ETF by 2.1% in the 2nd quarter. Affinity Capital Advisors LLC now owns 6,233 shares of the company’s stock valued at $556,000 after purchasing an additional 130 shares in the last quarter. Sterling Investment Advisors LLC ADV increased its holdings in iShares ESG Aware MSCI EAFE ETF by 4.1% in the 2nd quarter. Sterling Investment Advisors LLC ADV now owns 3,288 shares of the company’s stock valued at $293,000 after purchasing an additional 130 shares in the last quarter. Finally, Garde Capital Inc. boosted its position in iShares ESG Aware MSCI EAFE ETF by 0.3% in the 2nd quarter. Garde Capital Inc. now owns 44,565 shares of the company’s stock valued at $3,976,000 after buying an additional 139 shares during the last quarter.

iShares ESG Aware MSCI EAFE ETF Price Performance

NASDAQ:ESGD opened at $91.84 on Friday. The firm has a 50-day moving average of $91.80 and a two-hundred day moving average of $87.90. The stock has a market cap of $10.12 billion, a P/E ratio of 16.73 and a beta of 0.86. iShares ESG Aware MSCI EAFE ETF has a 1-year low of $72.33 and a 1-year high of $95.13.

iShares ESG Aware MSCI EAFE ETF Company 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.