iShares ESG Aware MSCI USA ETF $ESGU Shares Purchased by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC boosted its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 60.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,651 shares of the company’s stock after buying an additional 5,529 shares during the period. Concurrent Investment Advisors LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $2,183,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in ESGU. Quent Long Short Global Small Cap Fund LP bought a new position in shares of iShares ESG Aware MSCI USA ETF in the fourth quarter worth $535,000. Aureum Wealth Management LLC bought a new position in shares of iShares ESG Aware MSCI USA ETF in the fourth quarter worth $318,000. Caliber Wealth Management LLC KS grew its stake in shares of iShares ESG Aware MSCI USA ETF by 1.3% in the fourth quarter. Caliber Wealth Management LLC KS now owns 11,907 shares of the company’s stock worth $1,774,000 after purchasing an additional 154 shares in the last quarter. Ramiah Investment Group bought a new position in shares of iShares ESG Aware MSCI USA ETF in the fourth quarter worth $1,842,000. Finally, Osborne Partners Capital Management LLC grew its stake in shares of iShares ESG Aware MSCI USA ETF by 3.4% in the fourth quarter. Osborne Partners Capital Management LLC now owns 4,082 shares of the company’s stock worth $608,000 after purchasing an additional 135 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Stock Performance

NASDAQ:ESGU opened at $154.82 on Wednesday. iShares ESG Aware MSCI USA ETF has a 1 year low of $118.11 and a 1 year high of $155.73. The stock has a market cap of $16.33 billion, a price-to-earnings ratio of 25.34 and a beta of 1.03. The business has a fifty day moving average of $147.32 and a 200-day moving average of $148.34.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, March 20th. Investors of record on Tuesday, March 17th were paid a dividend of $0.3698 per share. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $1.48 annualized dividend and a yield of 1.0%.

iShares ESG Aware MSCI USA ETF Profile

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.