Elwood & Goetz Wealth Advisory Group LLC Cuts Holdings in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Elwood & Goetz Wealth Advisory Group LLC lowered its stake in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 15.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,824 shares of the company’s stock after selling 2,750 shares during the period. iShares ESG Aware MSCI EAFE ETF accounts for about 0.3% of Elwood & Goetz Wealth Advisory Group LLC’s investment portfolio, making the stock its 26th biggest holding. Elwood & Goetz Wealth Advisory Group LLC’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $1,168,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. International Assets Investment Management LLC purchased a new stake in shares of iShares ESG Aware MSCI EAFE ETF during the 4th quarter worth $91,000. CWM LLC lifted its position in shares of iShares ESG Aware MSCI EAFE ETF by 132.7% during the fourth quarter. CWM LLC now owns 5,340 shares of the company’s stock valued at $403,000 after buying an additional 3,045 shares during the last quarter. Truist Financial Corp lifted its position in shares of iShares ESG Aware MSCI EAFE ETF by 9.0% during the fourth quarter. Truist Financial Corp now owns 47,823 shares of the company’s stock valued at $3,613,000 after buying an additional 3,950 shares during the last quarter. Brio Consultants LLC boosted its holdings in shares of iShares ESG Aware MSCI EAFE ETF by 8.5% in the 4th quarter. Brio Consultants LLC now owns 23,354 shares of the company’s stock valued at $1,764,000 after buying an additional 1,830 shares in the last quarter. Finally, McAdam LLC purchased a new position in shares of iShares ESG Aware MSCI EAFE ETF in the 4th quarter worth approximately $245,000.

iShares ESG Aware MSCI EAFE ETF Stock Up 0.2 %

Shares of NASDAQ ESGD traded up $0.20 during trading hours on Friday, hitting $83.35. 165,087 shares of the stock were exchanged, compared to its average volume of 287,411. The company has a market cap of $8.59 billion, a PE 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 $83.65. The firm has a fifty day moving average price of $79.93 and a 200-day moving average price of $79.33.

iShares ESG Aware MSCI EAFE ETF Dividend Announcement

The firm also recently declared a Semi-Annual dividend, which was paid on Monday, June 17th. Stockholders of record on Tuesday, June 11th were given a dividend of $1.4567 per share. The ex-dividend date of this dividend was Tuesday, June 11th.

iShares ESG Aware MSCI EAFE ETF Company 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.