Brookstone Capital Management Increases Stake in iShares ESG Aware MSCI EAFE ETF

Brookstone Capital Management has expanded its investment in the iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 1.7% during the third quarter. This information comes from their latest 13F filing with the Securities and Exchange Commission. As a result of this purchase, the firm currently holds a total of 22,727 shares of the ETF, having acquired an additional 369 shares over the quarter. The estimated value of Brookstone's holdings in the iShares ESG Aware MSCI EAFE ETF amounts to approximately $1,913,000 based on their most recent SEC filing.

The interest in iShares ESG Aware MSCI EAFE ETF is also reflected in the activities of other investment firms. For instance, Able Wealth Management LLC made a new investment in the ETF during the fourth quarter, with a stake valued at around $30,000. Ruedi Wealth Management Inc. significantly boosted its position in the ETF, increasing it by nearly 310% in the second quarter. Following this, Ruedi Wealth now owns a total of 455 shares, worth approximately $36,000, after acquiring 344 additional shares.

Additionally, Your Advocates Ltd. LLP raised its stake in the ETF by 39.3% in the second quarter, owning 635 shares valued at about $50,000 after purchasing 179 additional shares. Kimelman & Baird LLC also entered the market with a new investment worth about $55,000 in the second quarter, while Hobbs Group Advisors LLC made a similar move, acquiring shares valued at around $57,000.

Performance of iShares ESG Aware MSCI EAFE ETF

The stocks of iShares ESG Aware MSCI EAFE ETF opened at $82.76 on the most recent Friday. The ETF has a market capitalization of $8.64 billion, a price-to-earnings (PE) ratio of 15.45, and a beta of 0.86. In the past year, the ETF has experienced a low of $65.74 and a high of $85.04. Furthermore, it has a 50-day simple moving average of $81.51 and a 200-day simple moving average of $80.27, indicating stability in price movement over these periods.

About the iShares ESG Aware MSCI EAFE ETF

The iShares ESG Aware MSCI EAFE ETF (ESGD) is an exchange-traded fund that is aligned with the MSCI EAFE Extended ESG Focus index. This ETF aims to track an index composed of international companies in developed markets that are chosen and weighted according to their favorable environmental, social, and governance (ESG) criteria. Launched on June 28, 2016, the fund is managed by BlackRock, a prominent global asset management firm.

Investors seeking to understand the changes in ownership and stake in the iShares ESG Aware MSCI EAFE ETF can utilize resources like HoldingsChannel.com to monitor the latest 13F filings and insider trades related to this ETF.

investment, ETF, Brookstone