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

Brookstone Capital Management has made a notable expansion in its investment position in the iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD). According to the latest 13F filing with the Securities and Exchange Commission, the firm has increased its stake by 1.7% during the third quarter. This adjustment means that Brookstone now holds a total of 22,727 shares of the ETF, having added an additional 369 shares during this period. As of the most recent filing, these holdings are valued at approximately $1,913,000.

A number of other investment firms also adjusted their stakes in the iShares ESG Aware MSCI EAFE ETF recently. For instance, Able Wealth Management LLC entered a new investment position in the fund during the fourth quarter, approximately valued at $30,000. Meanwhile, Ruedi Wealth Management Inc. made significant changes to its holdings by increasing its position by 309.9% in the second quarter. After acquiring 344 additional shares, the firm now possesses 455 shares of the ETF, valued at around $36,000.

Your Advocates Ltd. LLP also raised its stake by 39.3% during the second quarter, owning 635 shares worth approximately $50,000 after purchasing an additional 179 shares. Furthermore, Kimelman & Baird LLC and Hobbs Group Advisors LLC have both recently acquired new positions in the ETF, with investments valued at approximately $55,000 and $57,000, respectively.

iShares ESG Aware MSCI EAFE ETF Performance Overview

The current price of the iShares ESG Aware MSCI EAFE ETF is $82.76. The fund has a market capitalization of $8.64 billion and a price-to-earnings (PE) ratio of 15.45, reflecting its performance in the market. The ETF has seen a one-year price range with a low of $65.74 and a high of $85.04. Additionally, its 50-day simple moving average is $81.51, while the 200-day simple moving average stands at $80.27, indicating stable price movement in recent months.

About the iShares ESG Aware MSCI EAFE ETF

The iShares ESG Aware MSCI EAFE ETF (ESGD) is designed to track the MSCI EAFE Extended ESG Focus index, which includes companies from developed international markets that are recognized for their positive environmental, social, and governance (ESG) practices. Launched on June 28, 2016, this ETF is managed by BlackRock and has garnered attention among investors interested in sustainable and responsible investing.

Investment, ETF, Growth