iShares ESG Aware MSCI USA ETF $ESGU Stock Position Increased by Diversify Wealth Management LLC

Diversify Wealth Management LLC increased its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 283.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 21,228 shares of the company’s stock after buying an additional 15,693 shares during the quarter. Diversify Wealth Management LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $3,290,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Elyxium Wealth LLC acquired a new position in iShares ESG Aware MSCI USA ETF during the fourth quarter worth about $25,000. Triumph Capital Management bought a new stake in iShares ESG Aware MSCI USA ETF in the third quarter worth about $34,000. Evolution Wealth Management Inc. lifted its holdings in iShares ESG Aware MSCI USA ETF by 64.9% in the 4th quarter. Evolution Wealth Management Inc. now owns 282 shares of the company’s stock valued at $42,000 after acquiring an additional 111 shares during the last quarter. Commonwealth Retirement Investments LLC acquired a new stake in iShares ESG Aware MSCI USA ETF in the 4th quarter valued at about $42,000. Finally, Key Capital Management INC acquired a new stake in iShares ESG Aware MSCI USA ETF in the 4th quarter valued at about $47,000.

iShares ESG Aware MSCI USA ETF Stock Performance

NASDAQ:ESGU opened at $165.68 on Monday. The company has a 50-day moving average of $162.37 and a 200-day moving average of $153.50. The firm has a market cap of $17.98 billion, a price-to-earnings ratio of 25.34 and a beta of 1.03. iShares ESG Aware MSCI USA ETF has a twelve month low of $134.82 and a twelve month high of $166.46.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Monday, June 15th were paid a dividend of $0.3431 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $1.37 annualized dividend and a yield of 0.8%.

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.