Shepherd Financial Partners LLC Has $1.01 Million Holdings in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Shepherd Financial Partners LLC decreased its position in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 7.1% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 11,977 shares of the company’s stock after selling 918 shares during the period. Shepherd Financial Partners LLC’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $1,008,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Falcon Wealth Planning boosted its holdings in shares of iShares ESG Aware MSCI EAFE ETF by 2.7% during the second quarter. Falcon Wealth Planning now owns 4,874 shares of the company’s stock worth $384,000 after purchasing an additional 129 shares during the period. Signaturefd LLC boosted its stake in shares of iShares ESG Aware MSCI EAFE ETF by 6.0% during the 2nd quarter. Signaturefd LLC now owns 2,345 shares of the company’s stock valued at $185,000 after buying an additional 133 shares during the period. Mill Creek Capital Advisors LLC boosted its stake in shares of iShares ESG Aware MSCI EAFE ETF by 1.5% during the 2nd quarter. Mill Creek Capital Advisors LLC now owns 9,008 shares of the company’s stock valued at $710,000 after buying an additional 135 shares during the period. Physician Wealth Advisors Inc. grew its holdings in shares of iShares ESG Aware MSCI EAFE ETF by 3.7% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 4,044 shares of the company’s stock valued at $330,000 after acquiring an additional 143 shares in the last quarter. Finally, WT Wealth Management increased its stake in shares of iShares ESG Aware MSCI EAFE ETF by 2.0% in the third quarter. WT Wealth Management now owns 7,683 shares of the company’s stock worth $633,000 after acquiring an additional 150 shares during the last quarter.

iShares ESG Aware MSCI EAFE ETF Stock Performance

Shares of NASDAQ ESGD traded up $0.38 during trading hours on Friday, hitting $80.05. The stock had a trading volume of 79,324 shares, compared to its average volume of 268,321. The firm’s 50-day moving average price is $82.21 and its two-hundred day moving average price is $80.47. iShares ESG Aware MSCI EAFE ETF has a 52 week low of $68.34 and a 52 week high of $85.04. The company has a market capitalization of $8.39 billion, a P/E ratio of 15.45 and a beta of 0.86.

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.