Corient Private Wealth LLC Cuts Holdings in iShares ESG Aware MSCI USA ETF $ESGU

Corient Private Wealth LLC decreased its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 3.8% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 121,708 shares of the company’s stock after selling 4,852 shares during the period. Corient Private Wealth LLC owned about 0.12% of iShares ESG Aware MSCI USA ETF worth $16,467,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also bought and sold shares of ESGU. Watts Gwilliam & Co. LLC bought a new position in shares of iShares ESG Aware MSCI USA ETF in the 2nd quarter worth $204,000. Valeo Financial Advisors LLC grew its stake in iShares ESG Aware MSCI USA ETF by 8.5% in the second quarter. Valeo Financial Advisors LLC now owns 48,298 shares of the company’s stock valued at $6,535,000 after purchasing an additional 3,797 shares during the last quarter. WT Wealth Management grew its stake in iShares ESG Aware MSCI USA ETF by 10.1% in the second quarter. WT Wealth Management now owns 29,984 shares of the company’s stock valued at $4,057,000 after purchasing an additional 2,752 shares during the last quarter. NWF Advisory Services Inc. raised its holdings in iShares ESG Aware MSCI USA ETF by 5.5% in the second quarter. NWF Advisory Services Inc. now owns 3,367 shares of the company’s stock worth $456,000 after purchasing an additional 175 shares in the last quarter. Finally, Orion Porfolio Solutions LLC lifted its position in shares of iShares ESG Aware MSCI USA ETF by 2.5% during the second quarter. Orion Porfolio Solutions LLC now owns 27,681 shares of the company’s stock valued at $3,745,000 after buying an additional 665 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Stock Performance

NASDAQ:ESGU opened at $146.31 on Thursday. The company’s 50-day simple moving average is $147.68 and its 200-day simple moving average is $141.72. iShares ESG Aware MSCI USA ETF has a fifty-two week low of $105.18 and a fifty-two week high of $150.93. The stock has a market capitalization of $14.97 billion, a P/E ratio of 25.34 and a beta of 1.03.

iShares ESG Aware MSCI USA ETF Increases Dividend

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

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.