iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) Stake Cut by EP Wealth Advisors LLC

Posted by James Quigley on Dec 11th, 2024

EP Wealth Advisors LLC cut its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 22.4% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 8,588 shares of the company’s stock after selling 2,485 shares during the period. EP Wealth Advisors LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $1,084,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently added to or reduced their stakes in ESGU. QRG Capital Management Inc. lifted its stake in iShares ESG Aware MSCI USA ETF by 25.2% during the second quarter. QRG Capital Management Inc. now owns 2,323 shares of the company’s stock worth $277,000 after purchasing an additional 468 shares during the last quarter. ORG Partners LLC acquired a new stake in iShares ESG Aware MSCI USA ETF in the second quarter worth $324,000. GPS Wealth Strategies Group LLC increased its position in iShares ESG Aware MSCI USA ETF by 44.1% in the second quarter. GPS Wealth Strategies Group LLC now owns 647 shares of the company’s stock worth $77,000 after buying an additional 198 shares during the period. ERn Financial LLC increased its position in iShares ESG Aware MSCI USA ETF by 6.5% in the second quarter. ERn Financial LLC now owns 7,395 shares of the company’s stock worth $882,000 after buying an additional 451 shares during the period. Finally, Miracle Mile Advisors LLC increased its position in iShares ESG Aware MSCI USA ETF by 2.2% in the second quarter. Miracle Mile Advisors LLC now owns 62,497 shares of the company’s stock worth $7,457,000 after buying an additional 1,331 shares during the period.

iShares ESG Aware MSCI USA ETF Price Performance

Shares of NASDAQ ESGU opened at $132.75 on Wednesday. iShares ESG Aware MSCI USA ETF has a 1-year low of $101.31 and a 1-year high of $134.27. The business’s fifty day moving average price is $129.07 and its two-hundred day moving average price is $123.46. The firm has a market capitalization of $14.11 billion, a PE ratio of 25.85 and a beta of 1.02.

iShares ESG Aware MSCI USA ETF Announces Dividend

The business also recently announced a dividend, which was paid on Monday, September 30th. Shareholders of record on Wednesday, September 25th were given a $0.4387 dividend. The ex-dividend date of this dividend was Wednesday, September 25th.

iShares ESG Aware MSCI USA ETF Profile

(Free Report)

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.