PDS Planning Inc Acquires 3,373 Shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

PDS Planning Inc raised its holdings in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 65.4% during the third quarter, HoldingsChannel reports. The fund owned 8,528 shares of the company’s stock after purchasing an additional 3,373 shares during the quarter. PDS Planning Inc’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $718,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in ESGD. EP Wealth Advisors LLC grew its stake in shares of iShares ESG Aware MSCI EAFE ETF by 32.9% during the second quarter. EP Wealth Advisors LLC now owns 497,450 shares of the company’s stock valued at $39,189,000 after buying an additional 123,283 shares during the last quarter. Envestnet Asset Management Inc. increased its position in shares of iShares ESG Aware MSCI EAFE ETF by 4.8% during the second quarter. Envestnet Asset Management Inc. now owns 1,629,400 shares of the company’s stock valued at $128,364,000 after buying an additional 75,363 shares during the period. Mercer Global Advisors Inc. ADV raised its stake in iShares ESG Aware MSCI EAFE ETF by 8.0% in the second quarter. Mercer Global Advisors Inc. ADV now owns 985,020 shares of the company’s stock worth $77,483,000 after buying an additional 72,631 shares in the last quarter. Oppenheimer Asset Management Inc. purchased a new stake in iShares ESG Aware MSCI EAFE ETF in the second quarter worth about $3,630,000. Finally, Northwestern Mutual Wealth Management Co. grew its holdings in shares of iShares ESG Aware MSCI EAFE ETF by 5.1% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 918,335 shares of the company’s stock worth $72,346,000 after acquiring an additional 44,711 shares during the period.

iShares ESG Aware MSCI EAFE ETF Price Performance

NASDAQ ESGD traded up $0.57 during trading hours on Monday, reaching $80.24. 39,951 shares of the company’s stock traded hands, compared to its average volume of 268,390. The firm has a 50-day simple moving average of $82.14 and a 200 day simple moving average of $80.55. iShares ESG Aware MSCI EAFE ETF has a 52-week low of $68.34 and a 52-week high of $85.04. The firm has a market cap of $8.41 billion, a PE ratio of 15.45 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.