Sharkey Howes & Javer Has $16.03 Million Stake in iShares ESG Aware MSCI USA ETF $ESGU

Sharkey Howes & Javer trimmed its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 6.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 107,586 shares of the company’s stock after selling 6,807 shares during the period. iShares ESG Aware MSCI USA ETF accounts for about 2.0% of Sharkey Howes & Javer’s investment portfolio, making the stock its 16th biggest holding. Sharkey Howes & Javer’s holdings in iShares ESG Aware MSCI USA ETF were worth $16,028,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of ESGU. Ferguson Wellman Capital Management Inc. boosted its stake in iShares ESG Aware MSCI USA ETF by 4.8% in the fourth quarter. Ferguson Wellman Capital Management Inc. now owns 60,289 shares of the company’s stock valued at $8,982,000 after acquiring an additional 2,763 shares during the last quarter. Foster Group Inc. raised its position in shares of iShares ESG Aware MSCI USA ETF by 16.1% during the 4th quarter. Foster Group Inc. now owns 25,269 shares of the company’s stock valued at $3,765,000 after acquiring an additional 3,510 shares during the last quarter. Archer Investment Management LLC acquired a new position in shares of iShares ESG Aware MSCI USA ETF in the 4th quarter valued at $966,000. Lifelong Wealth Advisors Inc. lifted its stake in shares of iShares ESG Aware MSCI USA ETF by 3.0% in the 4th quarter. Lifelong Wealth Advisors Inc. now owns 21,064 shares of the company’s stock valued at $3,138,000 after purchasing an additional 622 shares during the period. Finally, Abound Wealth Management boosted its position in shares of iShares ESG Aware MSCI USA ETF by 21.6% in the 4th quarter. Abound Wealth Management now owns 1,094 shares of the company’s stock worth $163,000 after purchasing an additional 194 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Stock Down 1.7%

NASDAQ:ESGU opened at $140.33 on Friday. iShares ESG Aware MSCI USA ETF has a 12-month low of $105.18 and a 12-month high of $152.31. The stock’s fifty day simple moving average is $147.98 and its 200-day simple moving average is $147.69. The firm has a market capitalization of $14.76 billion, a P/E ratio of 25.34 and a beta of 1.03.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 20th. Shareholders of record on Tuesday, March 17th were issued a dividend of $0.3698 per share. The ex-dividend date was Tuesday, March 17th. This represents a $1.48 dividend on an annualized basis and a yield of 1.1%.

About iShares ESG Aware MSCI USA ETF

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.