iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) Shares Acquired by Montis Financial LLC

Posted by Danessa Lincoln on Mar 15th, 2025

Montis Financial LLC grew its stake in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 49.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 14,812 shares of the company’s stock after purchasing an additional 4,884 shares during the period. Montis Financial LLC’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $1,128,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Golden State Wealth Management LLC acquired a new position in shares of iShares ESG Aware MSCI EAFE ETF in the fourth quarter valued at approximately $26,000. Avior Wealth Management LLC acquired a new position in iShares ESG Aware MSCI EAFE ETF during the fourth quarter worth $38,000. Rialto Wealth Management LLC acquired a new position in iShares ESG Aware MSCI EAFE ETF during the fourth quarter worth $43,000. UMB Bank n.a. acquired a new position in iShares ESG Aware MSCI EAFE ETF during the fourth quarter worth $43,000. Finally, VisionPoint Advisory Group LLC acquired a new position in iShares ESG Aware MSCI EAFE ETF during the fourth quarter worth $52,000.

iShares ESG Aware MSCI EAFE ETF Price Performance

Shares of ESGD stock opened at $83.52 on Friday. The business’s fifty day moving average price is $80.12 and its 200 day moving average price is $80.18. iShares ESG Aware MSCI EAFE ETF has a 1-year low of $74.08 and a 1-year high of $85.04. The firm has a market capitalization of $9.05 billion, a PE ratio of 17.51 and a beta of 0.86.

iShares ESG Aware MSCI EAFE ETF Announces Dividend

The firm also recently disclosed a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were issued a dividend of $1.0051 per share. The ex-dividend date of this dividend was Tuesday, December 17th.

About iShares ESG Aware MSCI EAFE ETF

(Free Report)

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.