Wealthspire Advisors LLC Cuts Stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Wealthspire Advisors LLC cut its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 3.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,900 shares of the company’s stock after selling 558 shares during the period. Wealthspire Advisors LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $1,878,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Baystate Wealth Management LLC raised its stake in shares of iShares ESG Aware MSCI USA ETF by 1.9% in the fourth quarter. Baystate Wealth Management LLC now owns 32,912 shares of the company’s stock worth $3,453,000 after buying an additional 613 shares during the period. IFG Advisory LLC raised its stake in iShares ESG Aware MSCI USA ETF by 2.5% during the 4th quarter. IFG Advisory LLC now owns 15,522 shares of the company’s stock valued at $1,629,000 after purchasing an additional 382 shares during the period. Concorde Asset Management LLC raised its stake in iShares ESG Aware MSCI USA ETF by 8.2% during the 3rd quarter. Concorde Asset Management LLC now owns 10,092 shares of the company’s stock valued at $948,000 after purchasing an additional 762 shares during the period. EP Wealth Advisors LLC raised its stake in iShares ESG Aware MSCI USA ETF by 696.0% during the 3rd quarter. EP Wealth Advisors LLC now owns 10,388 shares of the company’s stock valued at $976,000 after purchasing an additional 9,083 shares during the period. Finally, Pioneer Wealth Management Group raised its stake in iShares ESG Aware MSCI USA ETF by 9.0% during the 4th quarter. Pioneer Wealth Management Group now owns 14,607 shares of the company’s stock valued at $1,533,000 after purchasing an additional 1,206 shares during the period.

iShares ESG Aware MSCI USA ETF Trading Up 0.6 %

ESGU traded up $0.71 on Thursday, hitting $114.40. 525,110 shares of the company’s stock traded hands, compared to its average volume of 889,733. The company’s 50 day simple moving average is $112.62 and its 200-day simple moving average is $106.40. The firm has a market cap of $12.78 billion, a price-to-earnings ratio of 25.85 and a beta of 1.02. iShares ESG Aware MSCI USA ETF has a one year low of $89.69 and a one year high of $115.29.

iShares ESG Aware MSCI USA ETF Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, March 27th. Shareholders of record on Friday, March 22nd were issued a dividend of $0.3842 per share. This represents a $1.54 annualized dividend and a yield of 1.34%. The ex-dividend date of this dividend was Thursday, March 21st.

iShares ESG Aware MSCI USA ETF Profile

The iShares ESG Aware MSCI USA ETF (ESGU) is an exchange-traded fund that is based on the MSCI USA Extended ESG Focus index. The fund tracks an index composed of US companies that are selected and weighted for positive environmental, social and governance characteristics. ESGU was launched on Dec 1, 2016 and is managed by BlackRock.