Idaho Trust Bank Boosts Stock Holdings in iShares ESG Aware MSCI EAFE ETF ( NASDAQ : ESGD )
Idaho Trust Bank significantly increased its investment in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 44.8% during the second quarter, as reported in its latest Form 13F filing with the SEC. The institutional investor now owns 5,900 shares of the ETF, valued at $465,000. Other institutional investors, including Brio Consultants LLC, Principal Securities Inc., Wade G W & Inc., and Quadrant Capital Group LLC, also adjusted their holdings in the ETF during the fourth quarter, with varying percentages of increase. Brio Consultants LLC saw an 8.5% increase, owning 23,354 shares worth $1,764,000. Principal Securities Inc. acquired shares worth $159,000, while Wade G W & Inc. increased its holdings by 3.9%, owning 15,455 shares valued at $1,167,000. Quadrant Capital Group LLC raised its position by 4.9%, now owning 11,132 shares worth $841,000. Beacon Pointe Advisors LLC made the most significant increase, with a 73.7% increase in its stake during the fourth quarter, owning 70,947 shares valued at $5,360,000. The iShares ESG Aware MSCI EAFE ETF (ESGD) opened at $81.10 on Thursday, with a 52-week low of $65.74 and a high of $83.65. The stock has a 50-day moving average price of $80.33 and a 200-day moving average price of $79.65. The company has a market capitalization of $8.35 billion, a price-to-earnings ratio of 15.45, and a beta of 0.86. For more information on
Source: theenterpriseleader.comPublished on 2024-09-12
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