Modern Wealth Management LLC Lowers Stock Holdings in iShares ESG Aware MSCI EAFE ETF $ESGD

Modern Wealth Management LLC reduced its stake in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 17.2% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 46,741 shares of the company’s stock after selling 9,685 shares during the quarter. 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.

Several other hedge funds and other institutional investors also recently made changes to their positions in ESGD. Jane Street Group LLC purchased a new position in iShares ESG Aware MSCI EAFE ETF during the fourth quarter valued at $132,883,000. EP Wealth Advisors LLC bought a new stake in iShares ESG Aware MSCI EAFE ETF in the fourth quarter worth $59,041,000. JPMorgan Chase & Co. grew its stake in shares of iShares ESG Aware MSCI EAFE ETF by 3.0% in the fourth quarter. JPMorgan Chase & Co. now owns 8,086,938 shares of the company’s stock worth $768,987,000 after acquiring an additional 237,327 shares during the last quarter. Global Retirement Partners LLC grew its stake in shares of iShares ESG Aware MSCI EAFE ETF by 4,573.4% in the fourth quarter. Global Retirement Partners LLC now owns 147,726 shares of the company’s stock worth $14,047,000 after acquiring an additional 144,565 shares during the last quarter. Finally, Bank of New York Mellon Corp increased its holdings in shares of iShares ESG Aware MSCI EAFE ETF by 136.9% during the first quarter. Bank of New York Mellon Corp now owns 249,821 shares of the company’s stock valued at $23,888,000 after acquiring an additional 144,366 shares in the last quarter.

iShares ESG Aware MSCI EAFE ETF Price Performance

Shares of NASDAQ:ESGD opened at $102.57 on Friday. The business has a fifty day moving average price of $102.69 and a 200-day moving average price of $100.65. The company has a market capitalization of $11.72 billion, a PE ratio of 16.73 and a beta of 0.79. iShares ESG Aware MSCI EAFE ETF has a 1-year low of $86.48 and a 1-year high of $104.81.

iShares ESG Aware MSCI EAFE ETF Dividend Announcement

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

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.