Values Added Financial LLC Has $1.61 Million Holdings in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Values Added Financial LLC increased its holdings in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 1.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 19,099 shares of the company’s stock after purchasing an additional 299 shares during the quarter. iShares ESG Aware MSCI EAFE ETF makes up about 1.0% of Values Added Financial LLC’s investment portfolio, making the stock its 25th biggest holding. Values Added Financial LLC’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $1,608,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Ruedi Wealth Management Inc. raised its stake in shares of iShares ESG Aware MSCI EAFE ETF by 309.9% during the 2nd quarter. Ruedi Wealth Management Inc. now owns 455 shares of the company’s stock worth $36,000 after purchasing an additional 344 shares in the last quarter. Your Advocates Ltd. LLP lifted its stake in iShares ESG Aware MSCI EAFE ETF by 39.3% in the second quarter. Your Advocates Ltd. LLP now owns 635 shares of the company’s stock valued at $50,000 after acquiring an additional 179 shares during the last quarter. Kimelman & Baird LLC bought a new position in shares of iShares ESG Aware MSCI EAFE ETF in the 2nd quarter valued at about $55,000. Hobbs Group Advisors LLC acquired a new position in shares of iShares ESG Aware MSCI EAFE ETF during the 2nd quarter worth about $57,000. Finally, Rice Partnership LLC raised its holdings in shares of iShares ESG Aware MSCI EAFE ETF by 162.2% in the 2nd quarter. Rice Partnership LLC now owns 763 shares of the company’s stock valued at $60,000 after purchasing an additional 472 shares during the period.

iShares ESG Aware MSCI EAFE ETF Stock Performance

NASDAQ:ESGD traded up $0.20 during mid-day trading on Friday, hitting $79.87. The stock had a trading volume of 49,428 shares, compared to its average volume of 268,180. iShares ESG Aware MSCI EAFE ETF has a twelve month low of $68.34 and a twelve month high of $85.04. The stock has a market cap of $8.37 billion, a price-to-earnings ratio of 15.45 and a beta of 0.86. The company’s 50 day simple moving average is $82.21 and its 200 day simple moving average is $80.47.

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.