Valeo Financial Advisors LLC Has $355,000 Position in iShares ESG Aware MSCI USA Small-Cap ETF $ESML

Valeo Financial Advisors LLC lowered its position in iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML) by 46.9% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,589 shares of the company’s stock after selling 7,575 shares during the quarter. Valeo Financial Advisors LLC’s holdings in iShares ESG Aware MSCI USA Small-Cap ETF were worth $355,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. MJT & Associates Financial Advisory Group Inc. acquired a new position in shares of iShares ESG Aware MSCI USA Small-Cap ETF in the first quarter valued at approximately $56,000. SouthState Corp acquired a new position in shares of iShares ESG Aware MSCI USA Small-Cap ETF in the first quarter valued at approximately $84,000. Hughes Financial Services LLC acquired a new position in shares of iShares ESG Aware MSCI USA Small-Cap ETF in the first quarter valued at approximately $103,000. Farther Finance Advisors LLC increased its position in iShares ESG Aware MSCI USA Small-Cap ETF by 12.2% during the 2nd quarter. Farther Finance Advisors LLC now owns 5,021 shares of the company’s stock valued at $208,000 after purchasing an additional 544 shares during the period. Finally, Pinnacle Wealth Management Advisory Group LLC increased its position in iShares ESG Aware MSCI USA Small-Cap ETF by 8.2% during the 1st quarter. Pinnacle Wealth Management Advisory Group LLC now owns 6,972 shares of the company’s stock valued at $268,000 after purchasing an additional 529 shares during the period.

iShares ESG Aware MSCI USA Small-Cap ETF Stock Performance

BATS:ESML opened at $45.35 on Friday. The company has a market capitalization of $2.02 billion, a PE ratio of 17.85 and a beta of 1.08. The company has a 50 day simple moving average of $44.21 and a two-hundred day simple moving average of $41.15. iShares ESG Aware MSCI USA Small-Cap ETF has a fifty-two week low of $32.91 and a fifty-two week high of $46.30.

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.