WealthShield Partners LLC's Investment in iShares ESG Aware MSCI EAFE ETF Climbs to $2.79 Million

Investment firm WealthShield Partners LLC has recently made a significant increase in its investment in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD), with a 23.2% boost in their holdings during the third quarter. This augmentation in their ETF portfolio, through their most recent 13F filing with the SEC, shows their ownership of 40,314 shares after buying an additional 7,598 shares in that quarter. This has raised the value of WealthShield Partners LLC's investment in the ETF to approximately $2.79 million.

Active Movements in the ESG ETF Space

It's not just WealthShield Partners who are actively moving in the ESG ETF arena. Several other investors have also been adjusting their stakes. For instance, Tarbox Family Office Inc. increased its position by 2.2% in the second quarter, while HF Advisory Group LLC grew its stake by 2.1%. Additionally, Quent Capital LLC made a marginal increase of 0.4%, and Sequoia Financial Advisors LLC uplifted their holding by 2.5% in the same period.

ESGD ETF's Financial Performance

The ETF itself has shown consistent financial performance. It opened trading at $74.36 on a recent Friday, sitting above both its fifty-day and two-hundred-day moving averages. The fund, which has amassed a market capitalization of $7.51 billion and carries a price-to-earnings ratio of 12.51, reflects a stable investment with a low beta of 0.86. Through the past year, ESGD's price fluctuated between a low of $65.74 and a high of $75.87.

Dividend Information

In terms of shareholder returns, iShares ESG Aware MSCI EAFE ETF announced a Semi-Annual dividend that was paid out mid-December. Shareholders recorded by late December received a dividend of $0.918 per share, a solid return for investors in the ETF.

About iShares ESG Aware MSCI EAFE ETF

The iShares ESG Aware MSCI EAFE ETF targets developed market international companies, emphasizing those with positive environmental, social, and governance (ESG) features. Launched in mid-2016, it functions under the stewardship of BlackRock, focusing on an index that considers ESG for investment criteria.

WealthShield, iShares, ESGD, Investment, ETF, ESG, SEC, Holdings