iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML) Shares Bought by Kovitz Investment Group Partners LLC

Kovitz Investment Group Partners LLC lifted its position in shares of iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML) by 66.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,632 shares of the company’s stock after purchasing an additional 5,022 shares during the quarter. Kovitz Investment Group Partners LLC’s holdings in iShares ESG Aware MSCI USA Small-Cap ETF were worth $528,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. TIAA Trust National Association raised its position in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 15.8% during the 2nd quarter. TIAA Trust National Association now owns 2,142,789 shares of the company’s stock worth $82,176,000 after purchasing an additional 292,554 shares during the last quarter. Cambridge Investment Research Advisors Inc. raised its holdings in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 1.2% during the second quarter. Cambridge Investment Research Advisors Inc. now owns 196,837 shares of the company’s stock valued at $7,578,000 after acquiring an additional 2,407 shares during the last quarter. Invera Wealth Advisors LLC lifted its position in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 1.1% in the second quarter. Invera Wealth Advisors LLC now owns 90,727 shares of the company’s stock valued at $3,593,000 after acquiring an additional 1,010 shares in the last quarter. Integrated Wealth Concepts LLC boosted its stake in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 78.7% in the third quarter. Integrated Wealth Concepts LLC now owns 37,104 shares of the company’s stock worth $1,552,000 after acquiring an additional 16,346 shares during the last quarter. Finally, Mascoma Wealth Management LLC increased its position in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 11.9% during the third quarter. Mascoma Wealth Management LLC now owns 28,505 shares of the company’s stock worth $1,192,000 after purchasing an additional 3,041 shares in the last quarter.

iShares ESG Aware MSCI USA Small-Cap ETF Price Performance

iShares ESG Aware MSCI USA Small-Cap ETF stock opened at $44.55 on Friday. The business’s 50-day simple moving average is $43.49 and its two-hundred day simple moving average is $41.06. The stock has a market capitalization of $1.84 billion, a price-to-earnings ratio of 14.50 and a beta of 1.18.

iShares ESG Aware MSCI USA Small-Cap ETF Company Profile

The iShares ESG Aware MSCI USA Small-Cap ETF (ESML) is an exchange-traded fund that mostly invests in small-cap stocks. The fund tracks an index of US small-cap companies with high environmental, social, and governance factor scores as determined by MSCI. ESML was launched on Apr 10, 2018 and is managed by BlackRock.