Private Wealth Management Group LLC Has $1.61 Million Stock Holdings in iShares ESG Aware MSCI EAFE ETF $ESGD

Private Wealth Management Group LLC trimmed its holdings in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 1.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 18,079 shares of the company’s stock after selling 324 shares during the quarter. iShares ESG Aware MSCI EAFE ETF accounts for about 0.5% of Private Wealth Management Group LLC’s portfolio, making the stock its 28th largest position. Private Wealth Management Group LLC’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $1,613,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in ESGD. JPMorgan Chase & Co. boosted its stake in shares of iShares ESG Aware MSCI EAFE ETF by 14.4% in the 1st quarter. JPMorgan Chase & Co. now owns 7,173,197 shares of the company’s stock valued at $585,979,000 after purchasing an additional 905,045 shares during the last quarter. Envestnet Portfolio Solutions Inc. acquired a new stake in shares of iShares ESG Aware MSCI EAFE ETF in the 2nd quarter worth about $8,735,000. Jane Street Group LLC lifted its position in iShares ESG Aware MSCI EAFE ETF by 12.1% in the 1st quarter. Jane Street Group LLC now owns 700,271 shares of the company’s stock valued at $57,205,000 after acquiring an additional 75,690 shares in the last quarter. Eastern Bank lifted its position in iShares ESG Aware MSCI EAFE ETF by 43.1% in the 1st quarter. Eastern Bank now owns 245,284 shares of the company’s stock valued at $20,037,000 after acquiring an additional 73,830 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. lifted its position in shares of iShares ESG Aware MSCI EAFE ETF by 6.7% during the first quarter. Northwestern Mutual Wealth Management Co. now owns 1,083,587 shares of the company’s stock valued at $88,518,000 after purchasing an additional 67,642 shares in the last quarter.

iShares ESG Aware MSCI EAFE ETF Price Performance

ESGD opened at $93.99 on Friday. iShares ESG Aware MSCI EAFE ETF has a fifty-two week low of $72.33 and a fifty-two week high of $95.13. The company’s 50-day moving average is $92.24 and its 200 day moving average is $88.28. The firm has a market capitalization of $10.36 billion, a P/E ratio of 16.73 and a beta of 0.86.

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.