Summit Wealth Group LLC Acquires 615 Shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Summit Wealth Group LLC increased its holdings in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 3.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,225 shares of the company’s stock after acquiring an additional 615 shares during the period. Summit Wealth Group LLC’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $1,388,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently made changes to their positions in ESGD. Diversify Advisory Services LLC lifted its stake in shares of iShares ESG Aware MSCI EAFE ETF by 17.7% in the third quarter. Diversify Advisory Services LLC now owns 3,447 shares of the company’s stock worth $279,000 after buying an additional 518 shares in the last quarter. Lodestar Private Asset Management LLC lifted its stake in shares of iShares ESG Aware MSCI EAFE ETF by 9.7% in the third quarter. Lodestar Private Asset Management LLC now owns 3,400 shares of the company’s stock worth $286,000 after buying an additional 300 shares in the last quarter. First Trust Direct Indexing L.P. bought a new position in shares of iShares ESG Aware MSCI EAFE ETF in the third quarter worth approximately $440,000. US Bancorp DE lifted its stake in shares of iShares ESG Aware MSCI EAFE ETF by 2.7% in the third quarter. US Bancorp DE now owns 802,274 shares of the company’s stock worth $67,527,000 after buying an additional 21,163 shares in the last quarter. Finally, Sensible Financial Planning & Management LLC. bought a new position in shares of iShares ESG Aware MSCI EAFE ETF in the third quarter worth approximately $591,000.

iShares ESG Aware MSCI EAFE ETF Stock Performance

Shares of NASDAQ ESGD opened at $82.21 on Wednesday. The firm’s 50 day moving average price is $78.42 and its 200-day moving average price is $80.00. The company has a market cap of $8.90 billion, a PE ratio of 15.45 and a beta of 0.86. iShares ESG Aware MSCI EAFE ETF has a 52-week low of $74.08 and a 52-week high of $85.04.

iShares ESG Aware MSCI EAFE ETF Announces Dividend

The company also recently announced a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were paid a $1.0051 dividend. The ex-dividend date of this dividend was Tuesday, December 17th.

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.