PDS Planning Inc Has $377,000 Position in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

PDS Planning Inc boosted its holdings in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 5.7% during the fourth quarter, Holdings Channel reports. The institutional investor owned 4,985 shares of the company’s stock after acquiring an additional 269 shares during the quarter. PDS Planning Inc’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $377,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently bought and sold shares of ESGD. TIAA Trust National Association acquired a new stake in iShares ESG Aware MSCI EAFE ETF during the third quarter worth $331,754,000. Envestnet Portfolio Solutions Inc. acquired a new stake in shares of iShares ESG Aware MSCI EAFE ETF in the 3rd quarter valued at $19,330,000. EP Wealth Advisors LLC boosted its stake in shares of iShares ESG Aware MSCI EAFE ETF by 162.7% in the 3rd quarter. EP Wealth Advisors LLC now owns 370,036 shares of the company’s stock valued at $25,581,000 after purchasing an additional 229,197 shares in the last quarter. Bank of New York Mellon Corp boosted its stake in shares of iShares ESG Aware MSCI EAFE ETF by 725.9% in the 3rd quarter. Bank of New York Mellon Corp now owns 227,039 shares of the company’s stock valued at $15,695,000 after purchasing an additional 199,550 shares in the last quarter. Finally, Ameriprise Financial Inc. boosted its stake in shares of iShares ESG Aware MSCI EAFE ETF by 8.0% in the 3rd quarter. Ameriprise Financial Inc. now owns 1,909,096 shares of the company’s stock valued at $131,995,000 after purchasing an additional 140,762 shares in the last quarter.

iShares ESG Aware MSCI EAFE ETF Stock Performance

Shares of NASDAQ:ESGD traded up $0.64 on Tuesday, hitting $77.85. The stock had a trading volume of 187,149 shares, compared to its average volume of 326,184. iShares ESG Aware MSCI EAFE ETF has a twelve month low of $65.74 and a twelve month high of $80.20. The firm’s 50 day moving average price is $78.14 and its 200-day moving average price is $74.41. The company has a market capitalization of $7.96 billion, a price-to-earnings ratio of 14.89 and a beta of 0.86.

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.