Client 1ST Advisory Group LLC Trims Stock Holdings in iShares ESG Aware MSCI USA ETF $ESGU

Client 1ST Advisory Group LLC cut its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 8.4% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 86,496 shares of the company’s stock after selling 7,931 shares during the period. iShares ESG Aware MSCI USA ETF comprises approximately 4.0% of Client 1ST Advisory Group LLC’s holdings, making the stock its 6th biggest position. Client 1ST Advisory Group LLC owned 0.08% of iShares ESG Aware MSCI USA ETF worth $12,886,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of ESGU. Foster Group Inc. lifted its holdings in iShares ESG Aware MSCI USA ETF by 16.1% in the fourth quarter. Foster Group Inc. now owns 25,269 shares of the company’s stock worth $3,765,000 after acquiring an additional 3,510 shares during the last quarter. Archer Investment Management LLC acquired a new position in iShares ESG Aware MSCI USA ETF in the fourth quarter valued at approximately $966,000. Lifelong Wealth Advisors Inc. grew its holdings in shares of iShares ESG Aware MSCI USA ETF by 3.0% during the fourth quarter. Lifelong Wealth Advisors Inc. now owns 21,064 shares of the company’s stock valued at $3,138,000 after purchasing an additional 622 shares during the last quarter. Abound Wealth Management raised its position in shares of iShares ESG Aware MSCI USA ETF by 21.6% during the 4th quarter. Abound Wealth Management now owns 1,094 shares of the company’s stock worth $163,000 after purchasing an additional 194 shares during the period. Finally, Pioneer Wealth Management Group raised its position in shares of iShares ESG Aware MSCI USA ETF by 5.5% during the 4th quarter. Pioneer Wealth Management Group now owns 18,993 shares of the company’s stock worth $2,830,000 after purchasing an additional 985 shares during the period.

iShares ESG Aware MSCI USA ETF Trading Up 0.6%

Shares of NASDAQ ESGU opened at $142.82 on Thursday. iShares ESG Aware MSCI USA ETF has a 12-month low of $105.18 and a 12-month high of $152.31. The company has a market cap of $15.02 billion, a price-to-earnings ratio of 25.34 and a beta of 1.03. The stock’s 50 day simple moving average is $148.20 and its 200 day simple moving average is $147.75.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 20th. Shareholders of record on Tuesday, March 17th were paid a $0.3698 dividend. This represents a $1.48 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date was Tuesday, March 17th.

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.