Peak Financial Management Inc. Decreases Stock Position in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Peak Financial Management Inc. decreased its position in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 8.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,137 shares of the company’s stock after selling 790 shares during the period. Peak Financial Management Inc.’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $769,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Scarborough Advisors LLC acquired a new stake in shares of iShares ESG Aware MSCI EAFE ETF during the fourth quarter valued at about $63,000. Fisher Asset Management LLC grew its stake in shares of iShares ESG Aware MSCI EAFE ETF by 10.5% during the fourth quarter. Fisher Asset Management LLC now owns 39,845 shares of the company’s stock valued at $3,010,000 after acquiring an additional 3,796 shares in the last quarter. Appleton Partners Inc. MA grew its stake in iShares ESG Aware MSCI EAFE ETF by 6.1% in the first quarter. Appleton Partners Inc. MA now owns 5,466 shares of the company’s stock worth $437,000 after purchasing an additional 315 shares in the last quarter. Mather Group LLC. grew its stake in iShares ESG Aware MSCI EAFE ETF by 1.7% in the first quarter. Mather Group LLC. now owns 160,232 shares of the company’s stock worth $12,104,000 after purchasing an additional 2,640 shares in the last quarter. Finally, Foster Group Inc. grew its stake in iShares ESG Aware MSCI EAFE ETF by 4.6% in the first quarter. Foster Group Inc. now owns 6,017 shares of the company’s stock worth $481,000 after purchasing an additional 262 shares in the last quarter.

iShares ESG Aware MSCI EAFE ETF Price Performance

NASDAQ:ESGD traded down $1.49 during mid-day trading on Tuesday, reaching $81.59. The stock had a trading volume of 149,161 shares, compared to its average volume of 273,002. The company has a market capitalization of $8.52 billion, a price-to-earnings ratio of 15.45 and a beta of 0.86. iShares ESG Aware MSCI EAFE ETF has a 1-year low of $65.74 and a 1-year high of $85.04. The stock’s 50 day simple moving average is $81.77 and its two-hundred day simple moving average is $80.32.

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.