Orgel Wealth Management LLC Has $8.66 Million Holdings in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Orgel Wealth Management LLC lifted its position in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 6.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 113,790 shares of the company’s stock after purchasing an additional 6,860 shares during the quarter. iShares ESG Aware MSCI EAFE ETF accounts for 0.2% of Orgel Wealth Management LLC’s portfolio, making the stock its 29th largest position. Orgel Wealth Management LLC’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $8,664,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. HB Wealth Management LLC boosted its position in iShares ESG Aware MSCI EAFE ETF by 4.2% in the 4th quarter. HB Wealth Management LLC now owns 20,724 shares of the company’s stock valued at $1,578,000 after buying an additional 840 shares during the last quarter. Trust Co. of Vermont boosted its position in shares of iShares ESG Aware MSCI EAFE ETF by 109.9% during the fourth quarter. Trust Co. of Vermont now owns 2,580 shares of the company’s stock worth $196,000 after buying an additional 1,351 shares during the period. CGN Advisors LLC grew its holdings in shares of iShares ESG Aware MSCI EAFE ETF by 6.6% during the fourth quarter. CGN Advisors LLC now owns 18,048 shares of the company’s stock worth $1,374,000 after buying an additional 1,117 shares in the last quarter. FARMERS & MERCHANTS TRUST Co OF LONG BEACH acquired a new stake in iShares ESG Aware MSCI EAFE ETF in the 4th quarter valued at approximately $233,000. Finally, Merit Financial Group LLC boosted its position in iShares ESG Aware MSCI EAFE ETF by 14.6% during the 4th quarter. Merit Financial Group LLC now owns 33,102 shares of the company’s stock worth $2,520,000 after acquiring an additional 4,213 shares during the last quarter.

iShares ESG Aware MSCI EAFE ETF Trading Up 0.4 %

Shares of ESGD opened at $77.17 on Friday. iShares ESG Aware MSCI EAFE ETF has a 12 month low of $73.50 and a 12 month high of $85.04. The stock has a market capitalization of $8.14 billion, a price-to-earnings ratio of 15.45 and a beta of 0.86. The firm has a fifty day simple moving average of $77.60 and a 200 day simple moving average of $79.83.

iShares ESG Aware MSCI EAFE ETF Announces Dividend

The firm also recently disclosed a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were paid a $1.0051 dividend. The ex-dividend date was Tuesday, December 17th.

iShares ESG Aware MSCI EAFE ETF Company Profile

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.