Capasso Planning Partners LLC Has $696,000 Stock Holdings in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Capasso Planning Partners LLC trimmed its stake in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 4.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 8,271 shares of the company’s stock after selling 380 shares during the quarter. Capasso Planning Partners LLC’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $696,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in ESGD. Signaturefd LLC grew its holdings in shares of iShares ESG Aware MSCI EAFE ETF by 6.0% in the 2nd quarter. Signaturefd LLC now owns 2,345 shares of the company’s stock worth $185,000 after purchasing an additional 133 shares during the last quarter. Mill Creek Capital Advisors LLC grew its stake in iShares ESG Aware MSCI EAFE ETF by 1.5% during the second quarter. Mill Creek Capital Advisors LLC now owns 9,008 shares of the company’s stock worth $710,000 after buying an additional 135 shares during the last quarter. Integrated Investment Consultants LLC increased its holdings in shares of iShares ESG Aware MSCI EAFE ETF by 3.5% during the third quarter. Integrated Investment Consultants LLC now owns 4,017 shares of the company’s stock worth $338,000 after buying an additional 135 shares in the last quarter. Physician Wealth Advisors Inc. raised its stake in shares of iShares ESG Aware MSCI EAFE ETF by 3.7% in the third quarter. Physician Wealth Advisors Inc. now owns 4,044 shares of the company’s stock valued at $330,000 after acquiring an additional 143 shares during the last quarter. Finally, WT Wealth Management boosted its holdings in shares of iShares ESG Aware MSCI EAFE ETF by 2.0% in the 3rd quarter. WT Wealth Management now owns 7,683 shares of the company’s stock worth $633,000 after acquiring an additional 150 shares in the last quarter.

iShares ESG Aware MSCI EAFE ETF Stock Performance

Shares of ESGD stock opened at $79.36 on Friday. The stock’s fifty day moving average is $80.00 and its 200-day moving average is $80.43. iShares ESG Aware MSCI EAFE ETF has a 52 week low of $72.84 and a 52 week high of $85.04. The stock has a market capitalization of $8.32 billion, a PE ratio of 15.45 and a beta of 0.86.

About iShares ESG Aware MSCI EAFE ETF

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.