Valeo Financial Advisors LLC Increases Ownership of iShares ESG-Conscious MSCI EM ETF, Demonstrates Confidence in Sustainable Investing

Financial Advisors

Valeo Financial Advisors LLC significantly increased its holdings of the iShares ESG Aware MSCI EM ETF (NASDAQ:ESGE) during the first quarter of this year, in its latest Form 13F filing with the Securities and Exchange Commission (SEC) made it clear that The investment advisor reported that it had acquired another 3,639 shares, bringing its total holdings to 10,917. With an estimated market value of $344,000 for these shares, Valeo Financial Advisors LLC is clearly confident in the potential of this exchange-traded fund.

The ESG-conscious MSCI EM ETF is designed to track the performance of emerging market companies that follow environmentally friendly, socially responsible and governance-oriented practices. As the demand for sustainable investments grows, more investors are looking for opportunities that align with their values. The ETF provides exposure to emerging market companies that prioritize sustainability in their business operations and decision-making processes.

The increase in Valeo Financial Advisors LLC holdings signals recognition of the long-term growth prospects associated with investing in companies focused on environmental and social responsibility. By significantly increasing his stake in ESGE in the first quarter, Valeo Financial Advisors LLC expressed its belief in both the financial viability and ethical impact of these investments.

For investors interested in the position of other hedge funds in the ESGE, offers a comprehensive database of recent 13F filings and insider trading reports. Monitoring such information provides valuable insight into how various market participants view the ETF and whether there is consensus among industry experts regarding future performance. increase.

Additionally, it’s worth noting that the iShares ESG Aware MSCI EM ETF recently declared a semi-annual dividend payment. Shareholders recorded on June 8th received a dividend of $0.2272 per share on June 13th. Investors interested in this ETF should watch out for future dividend announcements as they may impact overall returns.

Overall, Valeo Financial Advisors LLC’s decision to increase its holding in the iShares ESG Aware MSCI EM ETF reflects a growing interest in socially responsible investing. As sustainability and corporate responsibility become increasingly important factors for investors, more companies may follow suit and allocate resources to such opportunities. In doing so, we not only have potential economic benefits, but also contribute to a better future for society and the environment.

For those considering incorporating ESG-focused investments into their portfolios, it is important to conduct thorough research and stay informed about a company’s sustainability efforts. Before making any investment decision, it is essential to understand how these investments align with your personal values ​​and long-term financial goals.

iShares ESG-aware MSCI EM ETF


Updated: 2023/06/30

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Hedge funds are turning to iShares’ ESG-focused MSCI Emerging Markets ETF as environmental investment gains momentum

The iShares ESG Aware MSCI EM ETF (ESGE) has been attracting attention from various hedge funds as evidenced by recent market activity. Several hedge funds have increased or decreased their stakes in the company, indicating a high level of interest in the specified exchange-traded fund.

One notable player in the market is Spinnaker Trust, which recently increased its stake in the iShares ESG Aware MSCI EM ETF by 4.7% during the fourth quarter. With this move, Spinnaker Trust now owns 8,094 shares in the company, with an additional 367 shares worth $243,000 for him. Similarly, DHK Financial Advisors Inc. increased its iShares ESG Aware MSCI EM ETF holdings by 6.0% over the same period. With this increase, DHK Financial Advisors Inc. now owns 7,932 shares, with an additional 452 shares valued at $239,000.

Unionview LLC also joined the fray by raising its iShares ESG Aware MSCI EM ETF position by 5.5% during the third quarter. After purchasing an additional 649 shares, Unionview LLC now owns 12,365 shares of the company, valued at $342,000.

While these hedge funds actively acquired shares in the iShares ESG Aware MSCI EM ETF, HBC Financial Services PLLC took a different approach, opening a new position with an investment worth approximately $41,000 during the second quarter. decided to get.

Finally, Pitcairn, another significant player on the market scene, increased its iShares ESG-aware MSCI EM ETF stock position by 3.3% during the fourth quarter. The company has now acquired an additional 1,648 shares and now has a substantial stake of 51,044 shares valued at $1,535,000.

As of Friday, ESGE shares opened at $31.37, giving the company a market capitalization of $4.36 billion. The PER is 11.15 and the beta is 0.75, reflecting the company’s risk profile. Additionally, the company’s 50-day moving average price is $31.39, while its 200-day moving average price is hovering around $31.10.

The iShares ESG Aware MSCI EM ETF tracks an index known as the MSCI EM Extended ESG Focus Index. The fund focuses primarily on large- and mid-cap equities in emerging market countries, selecting stocks based on favorable environmental, social and governance attributes. This exchange traded fund offers the investor the opportunity to adjust the investment value in terms of his ESG factors while maintaining similar investment risk/market return.

In conclusion, hedge funds are showing increasing interest in the iShares ESG-aware MSCI EM ETF, as evidenced by the recent correction in the company’s stock. This exchange-traded fund aims to provide investors with exposure to emerging market economies while considering his positive ESG characteristics in stock selection and weighting. With its strong market presence and expanding investor base, the iShares ESG-conscious MSCI EM ETF remains an attractive option for those seeking socially responsible investment strategies in emerging markets.

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