Birchwood Financial Partners Inc. Buys New Shares in iShares ESG Aware MSCI USA Small-Cap ETF $ESML

Birchwood Financial Partners Inc. purchased a new stake in iShares ESG Aware MSCI USA Small-Cap ETF (BATS:ESML) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 55,371 shares of the company’s stock, valued at approximately $2,546,000. iShares ESG Aware MSCI USA Small-Cap ETF accounts for about 2.5% of Birchwood Financial Partners Inc.’s investment portfolio, making the stock its 11th largest position. Birchwood Financial Partners Inc. owned approximately 0.12% of iShares ESG Aware MSCI USA Small-Cap ETF as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of ESML. Ameriflex Group Inc. increased its holdings in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 100.0% during the 3rd quarter. Ameriflex Group Inc. now owns 602 shares of the company’s stock worth $27,000 after purchasing an additional 301 shares during the period. Operose Advisors LLC lifted its stake in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 145.9% in the fourth quarter. Operose Advisors LLC now owns 777 shares of the company’s stock valued at $36,000 after buying an additional 461 shares during the period. Rossby Financial LCC lifted its stake in shares of iShares ESG Aware MSCI USA Small-Cap ETF by 242.9% in the third quarter. Rossby Financial LCC now owns 919 shares of the company’s stock valued at $42,000 after buying an additional 651 shares during the period. Sherman Asset Management Inc. grew its position in iShares ESG Aware MSCI USA Small-Cap ETF by 80.3% during the fourth quarter. Sherman Asset Management Inc. now owns 2,456 shares of the company’s stock worth $113,000 after buying an additional 1,094 shares in the last quarter. Finally, Manning & Napier Advisors LLC grew its position in iShares ESG Aware MSCI USA Small-Cap ETF by 69.8% during the fourth quarter. Manning & Napier Advisors LLC now owns 2,889 shares of the company’s stock worth $133,000 after buying an additional 1,188 shares in the last quarter.

iShares ESG Aware MSCI USA Small-Cap ETF Stock Up 1.6%

Shares of ESML opened at $54.49 on Friday. The stock’s 50-day moving average price is $51.96 and its 200 day moving average price is $49.37. The firm has a market capitalization of $2.43 billion, a price-to-earnings ratio of 17.85 and a beta of 1.08. iShares ESG Aware MSCI USA Small-Cap ETF has a 12-month low of $39.79 and a 12-month high of $55.29.

iShares ESG Aware MSCI USA Small-Cap ETF 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.