Lion Street Advisors LLC Buys Shares of 4,785 iShares ESG Aware MSCI USA ETF $ESGU

Lion Street Advisors LLC bought a new position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 4,785 shares of the company’s stock, valued at approximately $697,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. Wealth Alliance LLC boosted its holdings in iShares ESG Aware MSCI USA ETF by 7.9% in the third quarter. Wealth Alliance LLC now owns 9,237 shares of the company’s stock worth $1,345,000 after purchasing an additional 677 shares in the last quarter. Burling Wealth Partners LLC bought a new position in iShares ESG Aware MSCI USA ETF during the third quarter valued at about $320,000. NewEdge Wealth LLC lifted its position in shares of iShares ESG Aware MSCI USA ETF by 30.0% in the third quarter. NewEdge Wealth LLC now owns 2,103 shares of the company’s stock worth $312,000 after buying an additional 485 shares during the last quarter. Essex Financial Services Inc. boosted its stake in shares of iShares ESG Aware MSCI USA ETF by 3.6% during the 3rd quarter. Essex Financial Services Inc. now owns 2,701 shares of the company’s stock worth $393,000 after acquiring an additional 94 shares in the last quarter. Finally, Drucker Wealth 3.0 LLC increased its holdings in shares of iShares ESG Aware MSCI USA ETF by 12.2% during the 3rd quarter. Drucker Wealth 3.0 LLC now owns 2,084 shares of the company’s stock valued at $303,000 after acquiring an additional 226 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Stock Performance

Shares of ESGU stock opened at $149.94 on Friday. The stock’s 50 day simple moving average is $149.88 and its 200 day simple moving average is $146.74. iShares ESG Aware MSCI USA ETF has a twelve month low of $105.18 and a twelve month high of $152.31. The company has a market capitalization of $15.77 billion, a price-to-earnings ratio of 25.34 and a beta of 1.03.

iShares ESG Aware MSCI USA ETF Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, December 19th. Stockholders of record on Tuesday, December 16th were paid a $0.4554 dividend. The ex-dividend date was Tuesday, December 16th. This is a positive change from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.37. This represents a $1.82 dividend on an annualized basis and a dividend yield of 1.2%.

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.