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Kelman Lazarov Inc. decreased its position in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Get Rating) by 24.5% in the fourth quarter, HoldingsChannel reports. The firm owned 7,345 shares of the company’s stock after selling 2,383 shares during the period. Kelman Lazarov Inc.’s holdings in iShares ESG Aware MSCI EAFE ETF were worth $483,000 […]
Morton Brown Family Wealth LLC trimmed its position in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Get Rating) by 27.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 3,236 shares of the company’s stock after selling 1,253 shares during the period. Morton Brown Family Wealth LLC’s holdings in iShares ESG […]
Bell Bank purchased a new stake in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 17,104 shares of the company’s stock, valued at approximately $551,000. Other large investors have also added […]
Atwood & Palmer Inc. acquired a new stake in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Get Rating) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 264,595 shares of the company’s stock, valued at approximately $13,349,000. Atwood & Palmer Inc. owned 0.54% of […]
Source Financial Advisors LLC trimmed its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Get Rating) by 24.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,518 shares of the company’s stock after selling 5,210 shares […]