Arcadia Wealth Management LLC boosted its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 40.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,317 shares of the company’s stock after acquiring an additional 1,248 shares during the quarter. Arcadia Wealth Management LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $556,000 at the end of the most recent quarter.
Other institutional investors also recently added to or reduced their stakes in the company. Institute for Wealth Management LLC. increased its stake in iShares ESG Aware MSCI USA ETF by 6.8% in the fourth quarter. Institute for Wealth Management LLC. now owns 50,689 shares of the company’s stock valued at $6,530,000 after purchasing an additional 3,224 shares during the last quarter. Strategic Point Investment Advisors LLC boosted its holdings in shares of iShares ESG Aware MSCI USA ETF by 0.9% in the 4th quarter. Strategic Point Investment Advisors LLC now owns 13,645 shares of the company’s stock valued at $1,758,000 after buying an additional 120 shares in the last quarter. Synergy Asset Management LLC acquired a new position in shares of iShares ESG Aware MSCI USA ETF in the 4th quarter valued at $62,000. Foster Group Inc. raised its stake in iShares ESG Aware MSCI USA ETF by 1.4% during the 4th quarter. Foster Group Inc. now owns 20,331 shares of the company’s stock worth $2,619,000 after acquiring an additional 273 shares in the last quarter. Finally, Spectrum Planning & Advisory Services Inc. lifted its position in iShares ESG Aware MSCI USA ETF by 23.1% in the fourth quarter. Spectrum Planning & Advisory Services Inc. now owns 2,422 shares of the company’s stock valued at $312,000 after acquiring an additional 455 shares during the last quarter.
iShares ESG Aware MSCI USA ETF Stock Performance
Shares of ESGU stock opened at $133.01 on Friday. The stock’s 50-day moving average is $131.46 and its two-hundred day moving average is $126.60. iShares ESG Aware MSCI USA ETF has a 1 year low of $106.30 and a 1 year high of $134.50. The firm has a market cap of $14.27 billion, a price-to-earnings ratio of 25.85 and a beta of 1.02.
iShares ESG Aware MSCI USA ETF Cuts Dividend
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.
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