61,297 Shares in iShares ESG Aware MSCI EAFE ETF $ESGD Bought by Xena Financial Planning LLC

Xena Financial Planning LLC bought a new position in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 61,297 shares of the company’s stock, valued at approximately $5,829,000. iShares ESG Aware MSCI EAFE ETF accounts for 6.8% of Xena Financial Planning LLC’s investment portfolio, making the stock its 5th largest holding.

Other large investors have also recently added to or reduced their stakes in the company. Koesten Hirschmann & Crabtree INC. raised its stake in shares of iShares ESG Aware MSCI EAFE ETF by 816.7% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 275 shares of the company’s stock valued at $26,000 after purchasing an additional 245 shares during the period. Triumph Capital Management acquired a new position in shares of iShares ESG Aware MSCI EAFE ETF during the third quarter worth about $28,000. Rossmore Private Capital bought a new position in shares of iShares ESG Aware MSCI EAFE ETF during the third quarter worth about $28,000. Elevation Point Wealth Partners LLC acquired a new stake in iShares ESG Aware MSCI EAFE ETF in the 2nd quarter valued at approximately $31,000. Finally, Twin Peaks Wealth Advisors LLC acquired a new stake in iShares ESG Aware MSCI EAFE ETF in the 2nd quarter valued at approximately $32,000.

iShares ESG Aware MSCI EAFE ETF Stock Performance

NASDAQ ESGD opened at $95.62 on Wednesday. iShares ESG Aware MSCI EAFE ETF has a 52 week low of $72.33 and a 52 week high of $104.81. The stock’s 50 day moving average price is $99.33 and its two-hundred day moving average price is $96.24. The stock has a market capitalization of $10.71 billion, a price-to-earnings ratio of 16.73 and a beta of 0.85.

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.