Confluence Wealth Services Inc. Buys New Position in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Confluence Wealth Services Inc. acquired a new stake in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 2,710 shares of the company’s stock, valued at approximately $228,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Falcon Wealth Planning raised its holdings in iShares ESG Aware MSCI EAFE ETF by 2.7% in the 2nd quarter. Falcon Wealth Planning now owns 4,874 shares of the company’s stock valued at $384,000 after acquiring an additional 129 shares in the last quarter. Signaturefd LLC lifted its position in iShares ESG Aware MSCI EAFE ETF by 6.0% during the 2nd quarter. Signaturefd LLC now owns 2,345 shares of the company’s stock worth $185,000 after buying an additional 133 shares in the last quarter. Mill Creek Capital Advisors LLC grew its stake in shares of iShares ESG Aware MSCI EAFE ETF by 1.5% during the second quarter. Mill Creek Capital Advisors LLC now owns 9,008 shares of the company’s stock valued at $710,000 after purchasing an additional 135 shares during the last quarter. Physician Wealth Advisors Inc. lifted its stake in shares of iShares ESG Aware MSCI EAFE ETF by 3.7% during the third quarter. Physician Wealth Advisors Inc. now owns 4,044 shares of the company’s stock valued at $330,000 after acquiring an additional 143 shares during the period. Finally, WT Wealth Management raised its holdings in 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 purchasing an additional 150 shares during the last quarter.

iShares ESG Aware MSCI EAFE ETF Stock Down 0.1 %

NASDAQ:ESGD opened at $79.58 on Tuesday. The stock’s fifty day simple moving average is $82.07 and its 200-day simple moving average is $80.57. The firm has a market capitalization of $8.34 billion, a P/E ratio of 15.45 and a beta of 0.86. iShares ESG Aware MSCI EAFE ETF has a 12-month low of $68.34 and a 12-month high of $85.04.

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.