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

Xena Financial Planning LLC acquired a new stake in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 61,297 shares of the company’s stock, valued at approximately $5,829,000. iShares ESG Aware MSCI EAFE ETF accounts for approximately 6.8% of Xena Financial Planning LLC’s investment portfolio, making the stock its 5th biggest position. Xena Financial Planning LLC owned 0.05% of iShares ESG Aware MSCI EAFE ETF as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Bank of America Corp DE increased its position in shares of iShares ESG Aware MSCI EAFE ETF by 0.4% in the 3rd quarter. Bank of America Corp DE now owns 10,703,934 shares of the company’s stock valued at $995,252,000 after buying an additional 44,374 shares in the last quarter. JPMorgan Chase & Co. lifted its holdings in iShares ESG Aware MSCI EAFE ETF by 4.7% during the third quarter. JPMorgan Chase & Co. now owns 7,849,611 shares of the company’s stock worth $729,857,000 after acquiring an additional 350,018 shares in the last quarter. TIAA Trust National Association grew its stake in iShares ESG Aware MSCI EAFE ETF by 3.2% in the third quarter. TIAA Trust National Association now owns 4,091,655 shares of the company’s stock valued at $379,432,000 after acquiring an additional 127,473 shares during the period. Acorns Advisers LLC grew its stake in iShares ESG Aware MSCI EAFE ETF by 2.5% in the third quarter. Acorns Advisers LLC now owns 1,553,309 shares of the company’s stock valued at $144,427,000 after acquiring an additional 37,167 shares during the period. Finally, Mercer Global Advisors Inc. ADV increased its holdings in shares of iShares ESG Aware MSCI EAFE ETF by 5.4% in the third quarter. Mercer Global Advisors Inc. ADV now owns 1,337,965 shares of the company’s stock worth $124,401,000 after acquiring an additional 68,092 shares in the last quarter.

iShares ESG Aware MSCI EAFE ETF Price Performance

NASDAQ ESGD opened at $95.62 on Wednesday. iShares ESG Aware MSCI EAFE ETF has a one year low of $72.33 and a one year high of $104.81. The firm has a market cap of $10.71 billion, a P/E ratio of 16.73 and a beta of 0.85. The stock’s 50-day moving average is $99.33 and its 200-day moving average is $96.24.

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.