Shira Ridge Wealth Management Has $8.91 Million Stock Holdings in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Shira Ridge Wealth Management increased its stake in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 6.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 117,018 shares of the company’s stock after acquiring an additional 7,561 shares during the quarter. iShares ESG Aware MSCI EAFE ETF makes up about 4.4% of Shira Ridge Wealth Management’s portfolio, making the stock its 5th largest position. Shira Ridge Wealth Management owned approximately 0.11% of iShares ESG Aware MSCI EAFE ETF worth $8,910,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also bought and sold shares of ESGD. Mill Creek Capital Advisors LLC grew its position in iShares ESG Aware MSCI EAFE ETF by 1.5% in the 2nd quarter. Mill Creek Capital Advisors LLC now owns 9,008 shares of the company’s stock worth $710,000 after purchasing an additional 135 shares in the last quarter. Integrated Investment Consultants LLC boosted its holdings in shares of iShares ESG Aware MSCI EAFE ETF by 3.5% in the 3rd quarter. Integrated Investment Consultants LLC now owns 4,017 shares of the company’s stock worth $338,000 after buying an additional 135 shares during the last quarter. Physician Wealth Advisors Inc. raised its stake in shares of iShares ESG Aware MSCI EAFE ETF by 3.7% in the third quarter. Physician Wealth Advisors Inc. now owns 4,044 shares of the company’s stock valued at $330,000 after buying an additional 143 shares during the period. WT Wealth Management grew its stake in shares of iShares ESG Aware MSCI EAFE ETF by 2.0% during the 3rd 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 period. Finally, JMG Financial Group Ltd. increased its holdings in iShares ESG Aware MSCI EAFE ETF by 0.5% in the 3rd quarter. JMG Financial Group Ltd. now owns 35,845 shares of the company’s stock worth $3,017,000 after acquiring an additional 176 shares during the last quarter.

iShares ESG Aware MSCI EAFE ETF Price Performance

Shares of NASDAQ:ESGD opened at $75.32 on Tuesday. iShares ESG Aware MSCI EAFE ETF has a one year low of $72.84 and a one year high of $85.04. The company has a market cap of $7.95 billion, a price-to-earnings ratio of 15.45 and a beta of 0.86. The firm has a fifty day moving average price of $77.87 and a two-hundred day moving average price of $79.90.

iShares ESG Aware MSCI EAFE ETF Announces Dividend

The business also recently disclosed a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were given a $1.0051 dividend. The ex-dividend date was Tuesday, December 17th.

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.