Modern Wealth Management LLC Sells 9,685 Shares of iShares ESG Aware MSCI EAFE ETF $ESGD

Posted by Chris Copeland on Jul 25th, 2026

Modern Wealth Management LLC trimmed its stake in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 17.2% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 46,741 shares of the company’s stock after selling 9,685 shares during the period. Modern Wealth Management LLC’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $4,546,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Clearstead Advisors LLC grew its holdings in iShares ESG Aware MSCI EAFE ETF by 7.1% during the fourth quarter. Clearstead Advisors LLC now owns 1,511 shares of the company’s stock valued at $144,000 after purchasing an additional 100 shares during the period. Gould Capital LLC raised its stake in shares of iShares ESG Aware MSCI EAFE ETF by 5.7% in the fourth quarter. Gould Capital LLC now owns 1,857 shares of the company’s stock worth $177,000 after buying an additional 100 shares during the period. Lodestar Private Asset Management LLC raised its stake in shares of iShares ESG Aware MSCI EAFE ETF by 2.9% in the first quarter. Lodestar Private Asset Management LLC now owns 3,510 shares of the company’s stock worth $336,000 after buying an additional 100 shares during the period. Centurion Wealth Management LLC lifted its position in shares of iShares ESG Aware MSCI EAFE ETF by 4.5% during the 4th quarter. Centurion Wealth Management LLC now owns 2,408 shares of the company’s stock valued at $229,000 after buying an additional 103 shares in the last quarter. Finally, Haverford Trust Co lifted its position in shares of iShares ESG Aware MSCI EAFE ETF by 0.4% during the 4th quarter. Haverford Trust Co now owns 25,929 shares of the company’s stock valued at $2,466,000 after buying an additional 105 shares in the last quarter.

iShares ESG Aware MSCI EAFE ETF Trading Up 0.6%

Shares of NASDAQ:ESGD opened at $102.57 on Friday. The stock has a 50 day moving average of $102.69 and a 200 day moving average of $100.65. The company has a market cap of $11.72 billion, a PE ratio of 16.73 and a beta of 0.79. iShares ESG Aware MSCI EAFE ETF has a 12-month low of $86.48 and a 12-month high of $104.81.

iShares ESG Aware MSCI EAFE ETF Dividend Announcement

The company also recently declared a dividend, which was paid on Thursday, June 18th. Shareholders of record on Monday, June 15th were issued a dividend of $1.6286 per share. The ex-dividend date of this dividend was Monday, June 15th.

About iShares ESG Aware MSCI EAFE ETF

(Free Report)

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.