Sierra Ocean LLC Purchases Shares of 1,017 iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML)

Sierra Ocean LLC acquired a new position in shares of iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML) in the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 1,017 shares of the company’s stock, valued at approximately $43,000.

Several other institutional investors have also modified their holdings of ESML. Integrated Wealth Concepts LLC lifted its position in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 78.7% during the 3rd quarter. Integrated Wealth Concepts LLC now owns 37,104 shares of the company’s stock worth $1,552,000 after purchasing an additional 16,346 shares during the last quarter. Kovitz Investment Group Partners LLC lifted its position in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 66.0% during the 3rd quarter. Kovitz Investment Group Partners LLC now owns 12,632 shares of the company’s stock worth $528,000 after purchasing an additional 5,022 shares during the last quarter. Finley Financial LLC purchased a new stake in shares of iShares ESG Aware MSCI USA Small-Cap ETF during the 4th quarter worth $215,000. ST Germain D J Co. Inc. purchased a new stake in shares of iShares ESG Aware MSCI USA Small-Cap ETF during the 4th quarter worth $175,000. Finally, Mascoma Wealth Management LLC lifted its position in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 11.9% during the 3rd quarter. Mascoma Wealth Management LLC now owns 28,505 shares of the company’s stock worth $1,192,000 after purchasing an additional 3,041 shares during the last quarter.

iShares ESG Aware MSCI USA Small-Cap ETF Price Performance

Shares of BATS:ESML opened at $43.26 on Tuesday. The stock’s 50 day moving average is $43.10 and its two-hundred day moving average is $42.35. The firm has a market cap of $1.79 billion, a price-to-earnings ratio of 14.50 and a beta of 1.18.

iShares ESG Aware MSCI USA Small-Cap ETF Company 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.