iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML) Shares Acquired by GoalVest Advisory LLC

GoalVest Advisory LLC increased its position in shares of iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML) by 16.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,984 shares of the company’s stock after acquiring an additional 425 shares during the period. GoalVest Advisory LLC’s holdings in iShares ESG Aware MSCI USA Small-Cap ETF were worth $125,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Advantage Trust Co purchased a new stake in iShares ESG Aware MSCI USA Small-Cap ETF during the third quarter worth about $26,000. Bogart Wealth LLC increased its stake in iShares ESG Aware MSCI USA Small-Cap ETF by 17.5% during the 3rd quarter. Bogart Wealth LLC now owns 3,136 shares of the company’s stock worth $131,000 after buying an additional 468 shares during the period. ST Germain D J Co. Inc. purchased a new stake in iShares ESG Aware MSCI USA Small-Cap ETF during the 4th quarter worth approximately $175,000. Finley Financial LLC acquired a new stake in iShares ESG Aware MSCI USA Small-Cap ETF during the 4th quarter worth approximately $215,000. Finally, Farmers National Bank grew its stake in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 4.4% in the second quarter. Farmers National Bank now owns 7,112 shares of the company’s stock worth $274,000 after acquiring an additional 299 shares in the last quarter.

iShares ESG Aware MSCI USA Small-Cap ETF Stock Performance

Shares of BATS ESML opened at $43.80 on Thursday. The firm has a market capitalization of $1.81 billion, a PE ratio of 14.50 and a beta of 1.18. The company has a 50-day moving average of $43.63 and a two-hundred day moving average of $41.95.

iShares ESG Aware MSCI USA Small-Cap ETF Company Profile

The iShares ESG Aware MSCI USA Small-Cap ETF (ESML) is an exchange-traded fund that mostly invests in small-cap stocks. The fund tracks an index of US small-cap companies with high environmental, social, and governance factor scores as determined by MSCI. ESML was launched on Apr 10, 2018 and is managed by BlackRock.