AlTi Global Inc. Increases Stock Position in iShares ESG Aware MSCI EAFE ETF $ESGD

AlTi Global Inc. grew its position in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 64.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 256,534 shares of the company’s stock after purchasing an additional 100,881 shares during the period. iShares ESG Aware MSCI EAFE ETF comprises about 0.6% of AlTi Global Inc.’s portfolio, making the stock its 26th largest position. AlTi Global Inc. owned about 0.23% of iShares ESG Aware MSCI EAFE ETF worth $22,888,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Wealth Dimensions Group Ltd. raised its holdings in shares of iShares ESG Aware MSCI EAFE ETF by 1.6% in the first quarter. Wealth Dimensions Group Ltd. now owns 7,473 shares of the company’s stock valued at $610,000 after purchasing an additional 121 shares during the last quarter. Farrell Financial LLC raised its holdings in shares of iShares ESG Aware MSCI EAFE ETF by 1.9% in the second quarter. Farrell Financial LLC now owns 6,522 shares of the company’s stock valued at $582,000 after purchasing an additional 121 shares during the last quarter. Etesian Wealth Advisors Inc. raised its holdings in shares of iShares ESG Aware MSCI EAFE ETF by 4.5% in the second quarter. Etesian Wealth Advisors Inc. now owns 2,818 shares of the company’s stock valued at $251,000 after purchasing an additional 122 shares during the last quarter. Affinity Capital Advisors LLC raised its holdings in shares of iShares ESG Aware MSCI EAFE ETF by 2.1% in the second quarter. Affinity Capital Advisors LLC now owns 6,233 shares of the company’s stock valued at $556,000 after purchasing an additional 130 shares during the last quarter. Finally, Sterling Investment Advisors LLC ADV raised its holdings in shares of iShares ESG Aware MSCI EAFE ETF by 4.1% in the second quarter. Sterling Investment Advisors LLC ADV now owns 3,288 shares of the company’s stock valued at $293,000 after purchasing an additional 130 shares during the last quarter.

iShares ESG Aware MSCI EAFE ETF Price Performance

Shares of ESGD stock opened at $94.47 on Friday. iShares ESG Aware MSCI EAFE ETF has a one year low of $72.33 and a one year high of $95.13. The firm has a 50-day moving average of $92.55 and a 200-day moving average of $88.74. The company has a market cap of $10.41 billion, a P/E ratio of 16.73 and a beta of 0.86.

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.