Valeo Financial Advisors LLC Trims Position in iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML)

Valeo Financial Advisors LLC lessened its position in shares of iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML) by 6.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 15,130 shares of the company’s stock after selling 996 shares during the quarter. Valeo Financial Advisors LLC’s holdings in iShares ESG Aware MSCI USA Small-Cap ETF were worth $636,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of ESML. Bogart Wealth LLC increased its position in iShares ESG Aware MSCI USA Small-Cap ETF by 17.5% in the third quarter. Bogart Wealth LLC now owns 3,136 shares of the company’s stock worth $131,000 after buying an additional 468 shares in the last quarter. Advantage Trust Co purchased a new stake in iShares ESG Aware MSCI USA Small-Cap ETF in the third quarter worth about $26,000. Mascoma Wealth Management LLC increased its position in iShares ESG Aware MSCI USA Small-Cap ETF by 11.9% in the third quarter. Mascoma Wealth Management LLC now owns 28,505 shares of the company’s stock worth $1,192,000 after buying an additional 3,041 shares in the last quarter. Integrated Wealth Concepts LLC increased its position in iShares ESG Aware MSCI USA Small-Cap ETF by 78.7% in the third quarter. Integrated Wealth Concepts LLC now owns 37,104 shares of the company’s stock worth $1,552,000 after buying an additional 16,346 shares in the last quarter. Finally, Kovitz Investment Group Partners LLC increased its position in iShares ESG Aware MSCI USA Small-Cap ETF by 66.0% in the third quarter. Kovitz Investment Group Partners LLC now owns 12,632 shares of the company’s stock worth $528,000 after buying an additional 5,022 shares in the last quarter.

iShares ESG Aware MSCI USA Small-Cap ETF Stock Performance

Shares of ESML opened at $43.26 on Monday. The stock has a 50 day moving average of $43.13 and a 200-day moving average of $42.33. The stock has a market capitalization of $1.79 billion, a PE ratio of 14.50 and a beta of 1.18.

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.