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

Brookstone Capital Management has increased its investment in the iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) by 1.7% during the third quarter, as reported in its latest 13F filing with the Securities and Exchange Commission. Following this adjustment, Brookstone now holds a total of 22,727 shares of the fund's stock, having acquired 369 additional shares within the quarter. The current value of Brookstone's holdings in the iShares ESG Aware MSCI EAFE ETF is approximately $1,913,000, based on the latest filing.

Other investment firms have also made changes to their stakes in the iShares ESG Aware MSCI EAFE ETF. For instance, Able Wealth Management LLC established a new position during the fourth quarter, investing around $30,000. Ruedi Wealth Management Inc. notably increased its holdings by an impressive 309.9% during the second quarter, bringing its total to 455 shares valued at about $36,000 after purchasing an additional 344 shares. Furthermore, Your Advocates Ltd. LLP raised its stake by 39.3% in the same quarter, acquiring a total of 635 shares worth approximately $50,000 after adding 179 shares. Kimelman & Baird LLC and Hobbs Group Advisors LLC also entered new investments in the ETF during the second quarter, investing around $55,000 and $57,000, respectively.

Performance of iShares ESG Aware MSCI EAFE ETF

The iShares ESG Aware MSCI EAFE ETF opened at $82.76 recently. The fund has a market capitalization of $8.64 billion, with a price-to-earnings (PE) ratio of 15.45 and a beta of 0.86, indicating a less volatile nature compared to the broader market. Over the past year, the fund has seen a low of $65.74 and a high of $85.04. Its 50-day and 200-day simple moving averages are currently at $81.51 and $80.27, respectively.

About iShares ESG Aware MSCI EAFE ETF

The iShares ESG Aware MSCI EAFE ETF is an exchange-traded fund that tracks the MSCI EAFE Extended ESG Focus index. This index includes companies from developed markets outside of North America that have been selected based on their positive environmental, social, and governance (ESG) characteristics. This fund, which aims to offer investment solutions for socially responsible investors, was launched on June 28, 2016, and is managed by investment firm BlackRock.

Investment, ETF, Financial