Tarbox Family Office Inc. Decreases Stock Position in iShares ESG Aware MSCI USA ETF $ESGU

Tarbox Family Office Inc. cut its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 65.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,854 shares of the company’s stock after selling 7,424 shares during the period. Tarbox Family Office Inc.’s holdings in iShares ESG Aware MSCI USA ETF were worth $574,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently made changes to their positions in ESGU. Triumph Capital Management acquired a new position in iShares ESG Aware MSCI USA ETF in the 3rd quarter valued at $34,000. Caitlin John LLC acquired a new stake in iShares ESG Aware MSCI USA ETF during the 3rd quarter worth $36,000. United Financial Planning Group LLC purchased a new stake in shares of iShares ESG Aware MSCI USA ETF during the third quarter worth $39,000. Addison Advisors LLC purchased a new stake in shares of iShares ESG Aware MSCI USA ETF during the third quarter worth $60,000. Finally, Centerpoint Advisors LLC raised its position in shares of iShares ESG Aware MSCI USA ETF by 20.4% in the third quarter. Centerpoint Advisors LLC now owns 437 shares of the company’s stock valued at $64,000 after buying an additional 74 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Price Performance

Shares of NASDAQ ESGU opened at $142.70 on Monday. The firm has a 50-day simple moving average of $146.90 and a 200-day simple moving average of $147.65. The stock has a market capitalization of $14.95 billion, a price-to-earnings ratio of 25.34 and a beta of 1.03. iShares ESG Aware MSCI USA ETF has a 52 week low of $105.18 and a 52 week high of $152.31.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently disclosed 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. This represents a $1.48 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend 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.