Birchwood Financial Partners Inc. Makes New Investment in iShares ESG Aware MSCI USA Small-Cap ETF $ESML

Birchwood Financial Partners Inc. purchased a new stake in iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 55,371 shares of the company’s stock, valued at approximately $2,546,000. iShares ESG Aware MSCI USA Small-Cap ETF accounts for about 2.5% of Birchwood Financial Partners Inc.’s holdings, making the stock its 11th biggest position.

Other hedge funds also recently made changes to their positions in the company. American Trust boosted its position in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 5.7% during the 4th quarter. American Trust now owns 15,492 shares of the company’s stock valued at $712,000 after acquiring an additional 836 shares in the last quarter. Advisory Services Network LLC increased its stake in iShares ESG Aware MSCI USA Small-Cap ETF by 1.7% in the fourth quarter. Advisory Services Network LLC now owns 112,812 shares of the company’s stock valued at $5,187,000 after acquiring an additional 1,936 shares during the period. Captrust Financial Advisors raised its position in iShares ESG Aware MSCI USA Small-Cap ETF by 15.5% in the fourth quarter. Captrust Financial Advisors now owns 32,975 shares of the company’s stock worth $1,516,000 after purchasing an additional 4,435 shares in the last quarter. Cornerstone Financial Management LLC acquired a new position in iShares ESG Aware MSCI USA Small-Cap ETF in the fourth quarter worth about $391,000. Finally, Dorsey & Whitney Trust CO LLC lifted its stake in iShares ESG Aware MSCI USA Small-Cap ETF by 6.3% during the fourth quarter. Dorsey & Whitney Trust CO LLC now owns 25,496 shares of the company’s stock worth $1,172,000 after purchasing an additional 1,500 shares during the period.

iShares ESG Aware MSCI USA Small-Cap ETF Trading Up 1.6%

BATS ESML opened at $54.49 on Friday. The stock’s 50 day moving average is $51.96 and its two-hundred day moving average is $49.37. The company has a market capitalization of $2.43 billion, a price-to-earnings ratio of 17.85 and a beta of 1.08. iShares ESG Aware MSCI USA Small-Cap ETF has a 1-year low of $39.79 and a 1-year high of $55.29.

iShares ESG Aware MSCI USA Small-Cap ETF Profile

The iShares ESG Aware MSCI USA Small-Cap ETF (ESML) is an exchange-traded fund that mostly invests in small-cap stocks. The fund tracks an index of US small-cap companies with high environmental, social, and governance factor scores as determined by MSCI. ESML was launched on Apr 10, 2018 and is managed by BlackRock.