Wells Financial Advisors INC Purchases 310 Shares of iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML)

Wells Financial Advisors INC boosted its position in shares of iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML) by 4.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,985 shares of the company’s stock after buying an additional 310 shares during the period. Wells Financial Advisors INC’s holdings in iShares ESG Aware MSCI USA Small-Cap ETF were worth $294,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in ESML. TIAA Trust National Association grew its holdings in iShares ESG Aware MSCI USA Small-Cap ETF by 1.3% during the 4th quarter. TIAA Trust National Association now owns 2,385,728 shares of the company’s stock valued at $100,222,000 after purchasing an additional 30,253 shares during the last quarter. Garde Capital Inc. boosted its holdings in iShares ESG Aware MSCI USA Small-Cap ETF by 4.4% during the 3rd quarter. Garde Capital Inc. now owns 37,130 shares of the company’s stock valued at $1,553,000 after acquiring an additional 1,558 shares during the period. Integrated Wealth Concepts LLC grew its position in iShares ESG Aware MSCI USA Small-Cap ETF by 78.7% in the 3rd quarter. Integrated Wealth Concepts LLC now owns 37,104 shares of the company’s stock valued at $1,552,000 after acquiring an additional 16,346 shares during the last quarter. SVB Wealth LLC purchased a new stake in iShares ESG Aware MSCI USA Small-Cap ETF in the fourth quarter worth $1,164,000. Finally, Parallel Advisors LLC increased its stake in iShares ESG Aware MSCI USA Small-Cap ETF by 2.8% in the fourth quarter. Parallel Advisors LLC now owns 25,643 shares of the company’s stock worth $1,078,000 after purchasing an additional 697 shares during the period.

iShares ESG Aware MSCI USA Small-Cap ETF Trading Down 5.6 %

Shares of ESML opened at $39.89 on Wednesday. The firm has a market capitalization of $1.81 billion, a P/E ratio of 17.19 and a beta of 1.17. iShares ESG Aware MSCI USA Small-Cap ETF has a 12-month low of $36.86 and a 12-month high of $46.30. The firm has a fifty day moving average price of $41.73 and a 200-day moving average price of $42.39.

About iShares ESG Aware MSCI USA Small-Cap ETF

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.