Avantax Planning Partners Inc. Decreases Stake in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Avantax Planning Partners Inc. lowered its position in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 3.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 20,987 shares of the company’s stock after selling 666 shares during the quarter. Avantax Planning Partners Inc.’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $1,585,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the company. Acropolis Investment Management LLC lifted its stake in iShares ESG Aware MSCI EAFE ETF by 1.4% in the fourth quarter. Acropolis Investment Management LLC now owns 10,463 shares of the company’s stock worth $790,000 after acquiring an additional 142 shares during the last quarter. Deutsche Bank AG lifted its stake in iShares ESG Aware MSCI EAFE ETF by 1.2% in the third quarter. Deutsche Bank AG now owns 12,880 shares of the company’s stock worth $890,000 after acquiring an additional 150 shares during the last quarter. Your Advocates Ltd. LLP lifted its stake in iShares ESG Aware MSCI EAFE ETF by 52.1% in the fourth quarter. Your Advocates Ltd. LLP now owns 441 shares of the company’s stock worth $33,000 after acquiring an additional 151 shares during the last quarter. Brandywine Oak Private Wealth LLC lifted its stake in iShares ESG Aware MSCI EAFE ETF by 0.6% in the fourth quarter. Brandywine Oak Private Wealth LLC now owns 26,852 shares of the company’s stock worth $2,028,000 after acquiring an additional 161 shares during the last quarter. Finally, Sequoia Financial Advisors LLC lifted its stake in iShares ESG Aware MSCI EAFE ETF by 2.6% in the fourth quarter. Sequoia Financial Advisors LLC now owns 6,492 shares of the company’s stock worth $490,000 after acquiring an additional 163 shares during the last quarter.

iShares ESG Aware MSCI EAFE ETF Price Performance

Shares of NASDAQ:ESGD traded up $0.69 during trading on Friday, hitting $81.29. 164,286 shares of the company were exchanged, compared to its average volume of 311,303. The stock has a market capitalization of $8.31 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 $65.74 and a 12-month high of $82.11. The firm’s 50 day moving average price is $79.19 and its 200-day moving average price is $76.21.

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.