Axxcess Wealth Management LLC Raises Stock Holdings in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Axxcess Wealth Management LLC grew its holdings in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 17.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 41,682 shares of the company’s stock after buying an additional 6,042 shares during the quarter. Axxcess Wealth Management LLC’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $3,174,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the business. Assetmark Inc. acquired a new position in iShares ESG Aware MSCI EAFE ETF during the third quarter worth $58,000. Thrivent Financial for Lutherans raised its position in shares of iShares ESG Aware MSCI EAFE ETF by 5.3% during the 3rd quarter. Thrivent Financial for Lutherans now owns 392,626 shares of the company’s stock worth $33,048,000 after purchasing an additional 19,902 shares during the last quarter. Phillips Financial Management LLC purchased a new position in iShares ESG Aware MSCI EAFE ETF in the 3rd quarter valued at about $65,000. Wrapmanager Inc. boosted its holdings in iShares ESG Aware MSCI EAFE ETF by 2.4% in the 3rd quarter. Wrapmanager Inc. now owns 97,778 shares of the company’s stock worth $8,230,000 after buying an additional 2,319 shares during the last quarter. Finally, Summit Wealth Group LLC increased its stake in iShares ESG Aware MSCI EAFE ETF by 4.4% during the 3rd quarter. Summit Wealth Group LLC now owns 17,610 shares of the company’s stock worth $1,482,000 after buying an additional 740 shares in the last quarter.

iShares ESG Aware MSCI EAFE ETF Price Performance

Shares of iShares ESG Aware MSCI EAFE ETF stock opened at $84.55 on Wednesday. The stock has a market capitalization of $9.16 billion, a P/E ratio of 17.51 and a beta of 0.86. The business has a 50 day simple moving average of $80.42 and a two-hundred day simple moving average of $80.15. iShares ESG Aware MSCI EAFE ETF has a 12 month low of $74.08 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.