Focus Partners Wealth Grows Stock Holdings in iShares ESG Aware MSCI USA ETF $ESGU

Focus Partners Wealth raised its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 6.1% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 50,552 shares of the company’s stock after purchasing an additional 2,887 shares during the period. Focus Partners Wealth’s holdings in iShares ESG Aware MSCI USA ETF were worth $6,163,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in ESGU. Brighton Jones LLC purchased a new stake in iShares ESG Aware MSCI USA ETF during the fourth quarter valued at about $419,000. Citadel Advisors LLC purchased a new stake in shares of iShares ESG Aware MSCI USA ETF during the fourth quarter worth about $799,000. Two Sigma Investments LP raised its stake in iShares ESG Aware MSCI USA ETF by 248.3% in the fourth quarter. Two Sigma Investments LP now owns 302,300 shares of the company’s stock worth $38,942,000 after buying an additional 215,500 shares in the last quarter. Waverly Advisors LLC raised its stake in iShares ESG Aware MSCI USA ETF by 24.0% in the fourth quarter. Waverly Advisors LLC now owns 2,234 shares of the company’s stock worth $288,000 after buying an additional 432 shares in the last quarter. Finally, Note Advisors LLC bought a new position in iShares ESG Aware MSCI USA ETF in the fourth quarter worth about $258,000.

iShares ESG Aware MSCI USA ETF Stock Performance

Shares of NASDAQ ESGU opened at $143.59 on Monday. iShares ESG Aware MSCI USA ETF has a fifty-two week low of $105.18 and a fifty-two week high of $144.00. The company has a 50 day simple moving average of $139.22 and a two-hundred day simple moving average of $129.86. The company has a market capitalization of $14.54 billion, a price-to-earnings ratio of 25.34 and a beta of 1.02.

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.