Invera Wealth Advisors LLC Grows Stock Position in iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML)

Invera Wealth Advisors LLC grew its position in shares of iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML) by 0.6% during the first quarter, Holdings Channel reports. The institutional investor owned 89,717 shares of the company’s stock after purchasing an additional 531 shares during the quarter. iShares ESG Aware MSCI USA Small-Cap ETF accounts for 2.8% of Invera Wealth Advisors LLC’s holdings, making the stock its 15th largest holding. Invera Wealth Advisors LLC’s holdings in iShares ESG Aware MSCI USA Small-Cap ETF were worth $3,319,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Bogart Wealth LLC lifted its stake in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 149.4% during the 3rd quarter. Bogart Wealth LLC now owns 1,444 shares of the company’s stock valued at $49,000 after buying an additional 865 shares in the last quarter. Carolina Wealth Advisors LLC raised its holdings in iShares ESG Aware MSCI USA Small-Cap ETF by 8.0% during the 4th quarter. Carolina Wealth Advisors LLC now owns 4,044 shares of the company’s stock valued at $154,000 after acquiring an additional 298 shares during the period. Baker Avenue Asset Management LP purchased a new stake in shares of iShares ESG Aware MSCI USA Small-Cap ETF during the third quarter worth $186,000. Horizons Wealth Management purchased a new stake in shares of iShares ESG Aware MSCI USA Small-Cap ETF during the fourth quarter worth $195,000. Finally, American Trust boosted its holdings in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 8.2% in the third quarter. American Trust now owns 9,228 shares of the company’s stock worth $311,000 after acquiring an additional 702 shares during the period.

iShares ESG Aware MSCI USA Small-Cap ETF Stock Up 0.6 %

Shares of BATS:ESML traded up $0.22 during midday trading on Monday, reaching $38.28. 197,248 shares of the company traded hands. The business’s 50 day moving average price is $38.70 and its two-hundred day moving average price is $36.61. The company has a market capitalization of $1.56 billion, a price-to-earnings ratio of 13.98 and a beta of 1.19.

About iShares ESG Aware MSCI USA Small-Cap ETF

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.