Kestra Advisory Services LLC Acquires 10,843 Shares of iShares ESG Aware MSCI USA ETF $ESGU

Kestra Advisory Services LLC grew its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 15.9% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 79,173 shares of the company’s stock after purchasing an additional 10,843 shares during the period. Kestra Advisory Services LLC owned about 0.08% of iShares ESG Aware MSCI USA ETF worth $11,197,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Concurrent Investment Advisors LLC lifted its position in shares of iShares ESG Aware MSCI USA ETF by 60.6% during the 4th quarter. Concurrent Investment Advisors LLC now owns 14,651 shares of the company’s stock valued at $2,183,000 after acquiring an additional 5,529 shares during the period. HF Advisory Group LLC raised its stake in iShares ESG Aware MSCI USA ETF by 450.6% in the fourth quarter. HF Advisory Group LLC now owns 110,237 shares of the company’s stock valued at $16,423,000 after purchasing an additional 90,214 shares in the last quarter. Chatterton & Associates Inc. bought a new stake in iShares ESG Aware MSCI USA ETF during the fourth quarter worth about $559,000. Higgins & Schmidt Wealth Strategies LLC grew its stake in iShares ESG Aware MSCI USA ETF by 37.3% during the fourth quarter. Higgins & Schmidt Wealth Strategies LLC now owns 17,445 shares of the company’s stock worth $2,599,000 after buying an additional 4,739 shares in the last quarter. Finally, Asempa Wealth Advisors bought a new position in iShares ESG Aware MSCI USA ETF in the 4th quarter valued at about $693,000.

iShares ESG Aware MSCI USA ETF Stock Performance

Shares of NASDAQ:ESGU opened at $165.68 on Monday. The firm has a 50 day moving average of $162.37 and a 200-day moving average of $153.50. iShares ESG Aware MSCI USA ETF has a 12 month low of $134.82 and a 12 month high of $166.46. The stock has a market capitalization of $17.98 billion, a PE ratio of 25.34 and a beta of 1.03.

iShares ESG Aware MSCI USA ETF Cuts Dividend

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

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.