iShares ESG Aware MSCI USA Small-Cap ETF $ESML Shares Purchased by Birchwood Financial Partners Inc.

Birchwood Financial Partners Inc. lifted its position in shares of iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML) by 78.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 99,013 shares of the company’s stock after purchasing an additional 43,642 shares during the quarter. iShares ESG Aware MSCI USA Small-Cap ETF makes up about 4.5% of Birchwood Financial Partners Inc.’s investment portfolio, making the stock its 4th largest position. Birchwood Financial Partners Inc. owned 0.22% of iShares ESG Aware MSCI USA Small-Cap ETF worth $4,656,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Operose Advisors LLC raised its stake in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 145.9% in the fourth quarter. Operose Advisors LLC now owns 777 shares of the company’s stock valued at $36,000 after purchasing an additional 461 shares in the last quarter. Your Advocates Ltd. LLP boosted its stake in iShares ESG Aware MSCI USA Small-Cap ETF by 99.2% during the first quarter. Your Advocates Ltd. LLP now owns 940 shares of the company’s stock worth $44,000 after buying an additional 468 shares in the last quarter. Union Savings Bank acquired a new stake in iShares ESG Aware MSCI USA Small-Cap ETF during the fourth quarter worth $84,000. Sherman Asset Management Inc. increased its holdings in iShares ESG Aware MSCI USA Small-Cap ETF by 80.3% in the 4th quarter. Sherman Asset Management Inc. now owns 2,456 shares of the company’s stock valued at $113,000 after buying an additional 1,094 shares during the period. Finally, Manning & Napier Advisors LLC increased its holdings in iShares ESG Aware MSCI USA Small-Cap ETF by 69.8% in the 4th quarter. Manning & Napier Advisors LLC now owns 2,889 shares of the company’s stock valued at $133,000 after buying an additional 1,188 shares during the period.

iShares ESG Aware MSCI USA Small-Cap ETF Stock Performance

Shares of ESML stock opened at $54.30 on Friday. The firm has a fifty day moving average of $53.53 and a 200-day moving average of $50.52. The stock has a market cap of $2.42 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 52-week low of $40.79 and a 52-week high of $56.07.

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.