Atlas Legacy Advisors LLC Trims Holdings in iShares ESG Aware MSCI USA ETF $ESGU

Atlas Legacy Advisors LLC lowered its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 8.3% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 44,618 shares of the company’s stock after selling 4,018 shares during the period. iShares ESG Aware MSCI USA ETF accounts for 1.3% of Atlas Legacy Advisors LLC’s investment portfolio, making the stock its 20th largest position. Atlas Legacy Advisors LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $6,496,000 as of its most recent filing with the SEC.

Several other large investors also recently added to or reduced their stakes in the stock. Detalus Advisors LLC boosted its position in shares of iShares ESG Aware MSCI USA ETF by 3.6% during the 3rd quarter. Detalus Advisors LLC now owns 5,325 shares of the company’s stock valued at $775,000 after acquiring an additional 187 shares during the last quarter. Grey Fox Wealth Advisors LLC raised its stake in iShares ESG Aware MSCI USA ETF by 4.8% during the third quarter. Grey Fox Wealth Advisors LLC now owns 3,723 shares of the company’s stock worth $542,000 after purchasing an additional 169 shares during the period. Sage Mountain Advisors LLC purchased a new position in iShares ESG Aware MSCI USA ETF during the third quarter worth about $1,671,000. Live Oak Investment Partners boosted its holdings in iShares ESG Aware MSCI USA ETF by 30.8% in the 3rd quarter. Live Oak Investment Partners now owns 5,678 shares of the company’s stock valued at $827,000 after purchasing an additional 1,338 shares during the last quarter. Finally, Arkadios Wealth Advisors grew its stake in shares of iShares ESG Aware MSCI USA ETF by 25.6% in the 3rd quarter. Arkadios Wealth Advisors now owns 9,805 shares of the company’s stock valued at $1,428,000 after buying an additional 2,001 shares during the period.

iShares ESG Aware MSCI USA ETF Price Performance

Shares of NASDAQ ESGU opened at $150.27 on Friday. The company has a market capitalization of $15.88 billion, a P/E ratio of 25.34 and a beta of 1.03. The company has a 50 day simple moving average of $149.06 and a 200-day simple moving average of $144.89. iShares ESG Aware MSCI USA ETF has a 1 year low of $105.18 and a 1 year high of $151.79.

iShares ESG Aware MSCI USA ETF Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, December 19th. Shareholders of record on Tuesday, December 16th were given a $0.4554 dividend. This is an increase from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.37. This represents a $1.82 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date was Tuesday, December 16th.

iShares ESG Aware MSCI USA ETF Company 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.