Planning Alternatives Ltd. ADV Raises Holdings in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Planning Alternatives Ltd. ADV lifted its holdings in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 5.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,902 shares of the company’s stock after buying an additional 755 shares during the quarter. iShares ESG Aware MSCI EAFE ETF accounts for 0.2% of Planning Alternatives Ltd. ADV’s portfolio, making the stock its 24th biggest holding. Planning Alternatives Ltd. ADV’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $1,338,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Ruedi Wealth Management Inc. increased its holdings in iShares ESG Aware MSCI EAFE ETF by 309.9% in the second quarter. Ruedi Wealth Management Inc. now owns 455 shares of the company’s stock valued at $36,000 after buying an additional 344 shares in the last quarter. Your Advocates Ltd. LLP increased its stake in iShares ESG Aware MSCI EAFE ETF by 39.3% in the 2nd quarter. Your Advocates Ltd. LLP now owns 635 shares of the company’s stock valued at $50,000 after purchasing an additional 179 shares in the last quarter. Kimelman & Baird LLC acquired a new position in iShares ESG Aware MSCI EAFE ETF during the second quarter worth $55,000. Hobbs Group Advisors LLC purchased a new stake in iShares ESG Aware MSCI EAFE ETF during the second quarter worth $57,000. Finally, Assetmark Inc. acquired a new stake in iShares ESG Aware MSCI EAFE ETF in the third quarter valued at $58,000.

iShares ESG Aware MSCI EAFE ETF Stock Up 0.0 %

NASDAQ:ESGD opened at $77.67 on Friday. iShares ESG Aware MSCI EAFE ETF has a 52-week low of $71.74 and a 52-week high of $85.04. The stock has a fifty day simple moving average of $81.17 and a 200-day simple moving average of $80.61. The company has a market capitalization of $8.14 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.