Montis Financial LLC Makes New Investment in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Montis Financial LLC acquired a new stake in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 7,828 shares of the company’s stock, valued at approximately $617,000.

A number of other institutional investors also recently modified their holdings of ESGD. TIAA Trust National Association boosted its holdings in iShares ESG Aware MSCI EAFE ETF by 0.8% in the first quarter. TIAA Trust National Association now owns 5,008,504 shares of the company’s stock valued at $400,230,000 after acquiring an additional 39,797 shares in the last quarter. Wells Fargo & Company MN increased its position in shares of iShares ESG Aware MSCI EAFE ETF by 3.0% during the fourth quarter. Wells Fargo & Company MN now owns 1,626,367 shares of the company’s stock valued at $122,856,000 after buying an additional 47,774 shares during the period. Goldman Sachs Group Inc. lifted its holdings in iShares ESG Aware MSCI EAFE ETF by 0.6% in the fourth quarter. Goldman Sachs Group Inc. now owns 1,612,149 shares of the company’s stock worth $121,782,000 after buying an additional 9,654 shares during the period. Spinnaker Trust boosted its position in iShares ESG Aware MSCI EAFE ETF by 0.6% during the 2nd quarter. Spinnaker Trust now owns 1,189,313 shares of the company’s stock valued at $93,694,000 after acquiring an additional 7,504 shares in the last quarter. Finally, US Bancorp DE grew its holdings in shares of iShares ESG Aware MSCI EAFE ETF by 2.3% during the 1st quarter. US Bancorp DE now owns 816,058 shares of the company’s stock worth $65,211,000 after acquiring an additional 17,991 shares during the period.

iShares ESG Aware MSCI EAFE ETF Stock Performance

Shares of NASDAQ:ESGD opened at $81.10 on Thursday. The firm has a market capitalization of $8.35 billion, a P/E ratio of 15.45 and a beta of 0.86. The stock has a 50 day moving average price of $80.33 and a 200-day moving average price of $79.65. iShares ESG Aware MSCI EAFE ETF has a 52-week low of $65.74 and a 52-week high of $83.65.

iShares ESG Aware MSCI EAFE ETF 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.