Confluence Wealth Services Inc. Grows Position in iShares ESG Aware MSCI EAFE ETF $ESGD

Confluence Wealth Services Inc. boosted its holdings in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 6.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,011 shares of the company’s stock after acquiring an additional 190 shares during the period. Confluence Wealth Services Inc.’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $269,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of the business. AE Wealth Management LLC lifted its position in shares of iShares ESG Aware MSCI EAFE ETF by 249.4% in the 1st quarter. AE Wealth Management LLC now owns 580 shares of the company’s stock worth $47,000 after purchasing an additional 414 shares during the period. Golden State Wealth Management LLC raised its stake in iShares ESG Aware MSCI EAFE ETF by 100.0% in the first quarter. Golden State Wealth Management LLC now owns 692 shares of the company’s stock worth $57,000 after buying an additional 346 shares in the last quarter. Smartleaf Asset Management LLC lifted its holdings in iShares ESG Aware MSCI EAFE ETF by 1,035.9% during the first quarter. Smartleaf Asset Management LLC now owns 727 shares of the company’s stock worth $60,000 after buying an additional 663 shares during the period. Ritter Daniher Financial Advisory LLC DE bought a new stake in iShares ESG Aware MSCI EAFE ETF during the 1st quarter valued at $61,000. Finally, Financial Gravity Asset Management Inc. bought a new stake in iShares ESG Aware MSCI EAFE ETF during the 1st quarter valued at $65,000.

iShares ESG Aware MSCI EAFE ETF Trading Up 0.2%

ESGD opened at $94.91 on Tuesday. The firm has a market cap of $10.44 billion, a price-to-earnings ratio of 16.73 and a beta of 0.86. iShares ESG Aware MSCI EAFE ETF has a 12 month low of $72.33 and a 12 month high of $95.13. The stock has a fifty day moving average price of $91.35 and a 200-day moving average price of $87.69.

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.