Phillips Financial Management LLC Makes New Investment in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Phillips Financial Management LLC acquired a new stake in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) in the third quarter, Holdings Channel.com reports. The fund acquired 771 shares of the company’s stock, valued at approximately $65,000.

A number of other institutional investors have also modified their holdings of the company. EP Wealth Advisors LLC grew its position in iShares ESG Aware MSCI EAFE ETF by 32.9% in the 2nd quarter. EP Wealth Advisors LLC now owns 497,450 shares of the company’s stock valued at $39,189,000 after acquiring an additional 123,283 shares in the last quarter. Envestnet Asset Management Inc. boosted its stake in shares of iShares ESG Aware MSCI EAFE ETF by 4.8% in the second quarter. Envestnet Asset Management Inc. now owns 1,629,400 shares of the company’s stock valued at $128,364,000 after purchasing an additional 75,363 shares during the period. Bond & Devick Financial Network Inc. grew its holdings in shares of iShares ESG Aware MSCI EAFE ETF by 75.1% in the third quarter. Bond & Devick Financial Network Inc. now owns 172,613 shares of the company’s stock valued at $14,529,000 after purchasing an additional 74,017 shares in the last quarter. Mercer Global Advisors Inc. ADV increased its stake in iShares ESG Aware MSCI EAFE ETF by 8.0% during the 2nd 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 during the period. Finally, Oppenheimer Asset Management Inc. acquired a new stake in iShares ESG Aware MSCI EAFE ETF during the 2nd quarter worth approximately $3,630,000.

iShares ESG Aware MSCI EAFE ETF Stock Up 0.5 %

Shares of ESGD stock opened at $77.94 on Tuesday. iShares ESG Aware MSCI EAFE ETF has a 52 week low of $71.74 and a 52 week high of $85.04. The firm has a 50 day moving average of $81.44 and a two-hundred day moving average of $80.66. The stock has a market capitalization of $8.17 billion, a PE ratio of 15.45 and a beta of 0.86.

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.