VSM Wealth Advisory LLC Makes New $71,000 Investment in iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML)

VSM Wealth Advisory LLC purchased a new stake in iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 1,691 shares of the company’s stock, valued at approximately $71,000.

Several other institutional investors have also made changes to their positions in the stock. Integrated Wealth Concepts LLC increased its stake in iShares ESG Aware MSCI USA Small-Cap ETF by 78.7% during the 3rd quarter. Integrated Wealth Concepts LLC now owns 37,104 shares of the company’s stock worth $1,552,000 after acquiring an additional 16,346 shares during the period. Kovitz Investment Group Partners LLC boosted its holdings in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 66.0% in the 3rd quarter. Kovitz Investment Group Partners LLC now owns 12,632 shares of the company’s stock valued at $528,000 after purchasing an additional 5,022 shares in the last quarter. American Trust increased its stake in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 16.8% in the 3rd quarter. American Trust now owns 15,283 shares of the company’s stock valued at $639,000 after purchasing an additional 2,196 shares during the last quarter. Garde Capital Inc. raised its holdings in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 4.4% during the 3rd quarter. Garde Capital Inc. now owns 37,130 shares of the company’s stock worth $1,553,000 after buying an additional 1,558 shares in the last quarter. Finally, ST Germain D J Co. Inc. bought a new stake in shares of iShares ESG Aware MSCI USA Small-Cap ETF during the 4th quarter worth $175,000.

iShares ESG Aware MSCI USA Small-Cap ETF Stock Down 6.5 %

BATS:ESML opened at $39.48 on Thursday. The firm has a market capitalization of $1.79 billion, a PE ratio of 17.19 and a beta of 1.17. iShares ESG Aware MSCI USA Small-Cap ETF has a twelve month low of $36.86 and a twelve month high of $46.30. The stock’s 50-day simple moving average is $41.92 and its 200 day simple moving average is $42.39.

iShares ESG Aware MSCI USA Small-Cap ETF Company Profile

The iShares ESG Aware MSCI USA Small-Cap ETF (ESML) is an exchange-traded fund that mostly invests in small-cap stocks. The fund tracks an index of US small-cap companies with high environmental, social, and governance factor scores as determined by MSCI. ESML was launched on Apr 10, 2018 and is managed by BlackRock.