Olde Wealth Management LLC Has $29.75 Million Stock Position in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Posted by Alphonse Anthony on Jul 5th, 2025

Olde Wealth Management LLC grew its stake in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 5.0% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 364,219 shares of the company’s stock after buying an additional 17,331 shares during the period. iShares ESG Aware MSCI EAFE ETF accounts for about 10.5% of Olde Wealth Management LLC’s investment portfolio, making the stock its largest position. Olde Wealth Management LLC owned about 0.34% of iShares ESG Aware MSCI EAFE ETF worth $29,753,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. Redwood Park Advisors LLC bought a new stake in iShares ESG Aware MSCI EAFE ETF in the 4th quarter valued at $36,000. Rialto Wealth Management LLC bought a new stake in iShares ESG Aware MSCI EAFE ETF in the 4th quarter valued at $43,000. Golden State Wealth Management LLC increased its holdings in iShares ESG Aware MSCI EAFE ETF by 100.0% in the 1st quarter. Golden State Wealth Management LLC now owns 692 shares of the company’s stock valued at $57,000 after acquiring an additional 346 shares during the last quarter. Hurley Capital LLC bought a new stake in iShares ESG Aware MSCI EAFE ETF in the 4th quarter valued at $71,000. Finally, Coppell Advisory Solutions LLC increased its holdings in iShares ESG Aware MSCI EAFE ETF by 116.9% in the 4th quarter. Coppell Advisory Solutions LLC now owns 1,158 shares of the company’s stock valued at $88,000 after acquiring an additional 624 shares during the last quarter.

iShares ESG Aware MSCI EAFE ETF Stock Performance

Shares of NASDAQ ESGD opened at $89.24 on Friday. The company has a market cap of $9.75 billion, a P/E ratio of 16.73 and a beta of 0.86. The firm’s fifty day moving average is $87.64 and its two-hundred day moving average is $82.52. iShares ESG Aware MSCI EAFE ETF has a 52-week low of $72.33 and a 52-week high of $90.37.

iShares ESG Aware MSCI EAFE ETF Increases Dividend

The firm also recently announced a dividend, which was paid on Friday, June 20th. Stockholders of record on Monday, June 16th were issued a $1.6311 dividend. The ex-dividend date was Monday, June 16th. This is an increase from iShares ESG Aware MSCI EAFE ETF’s previous dividend of $1.01.

iShares ESG Aware MSCI EAFE ETF Company Profile

(Free Report)

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.