Invera Wealth Advisors LLC Buys 531 Shares of iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML)

Invera Wealth Advisors LLC raised its stake in iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML) by 0.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 89,717 shares of the company’s stock after buying an additional 531 shares during the quarter. iShares ESG Aware MSCI USA Small-Cap ETF accounts for about 2.8% of Invera Wealth Advisors LLC’s portfolio, making the stock its 15th largest position. Invera Wealth Advisors LLC owned approximately 0.22% of iShares ESG Aware MSCI USA Small-Cap ETF worth $3,319,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Bogart Wealth LLC raised its position in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 149.4% in the 3rd quarter. Bogart Wealth LLC now owns 1,444 shares of the company’s stock valued at $49,000 after acquiring an additional 865 shares during the period. Carolina Wealth Advisors LLC raised its holdings in iShares ESG Aware MSCI USA Small-Cap ETF by 8.0% in the fourth quarter. Carolina Wealth Advisors LLC now owns 4,044 shares of the company’s stock worth $154,000 after purchasing an additional 298 shares during the period. Baker Avenue Asset Management LP bought a new position in shares of iShares ESG Aware MSCI USA Small-Cap ETF during the third quarter worth $186,000. Horizons Wealth Management bought a new position in shares of iShares ESG Aware MSCI USA Small-Cap ETF during the fourth quarter worth $195,000. Finally, American Trust grew its holdings in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 8.2% in the 3rd quarter. American Trust now owns 9,228 shares of the company’s stock valued at $311,000 after buying an additional 702 shares during the period.

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

Shares of ESML traded up $0.22 during trading hours on Monday, reaching $38.28. The stock had a trading volume of 197,248 shares. The company’s 50 day moving average is $38.70 and its 200-day moving average is $36.61. The company has a market cap of $1.56 billion, a P/E 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.