iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) Stock Holdings Lowered by Montecito Bank & Trust

Montecito Bank & Trust reduced its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 3.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,473 shares of the company’s stock after selling 879 shares during the quarter. Montecito Bank & Trust’s holdings in iShares ESG Aware MSCI USA ETF were worth $3,349,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Janney Montgomery Scott LLC raised its holdings in shares of iShares ESG Aware MSCI USA ETF by 0.9% during the first quarter. Janney Montgomery Scott LLC now owns 95,890 shares of the company’s stock valued at $11,690,000 after acquiring an additional 880 shares during the period. Mission Wealth Management LP raised its holdings in shares of iShares ESG Aware MSCI USA ETF by 8.6% during the first quarter. Mission Wealth Management LP now owns 187,489 shares of the company’s stock valued at $22,857,000 after acquiring an additional 14,792 shares during the period. D Orazio & Associates Inc. raised its holdings in shares of iShares ESG Aware MSCI USA ETF by 8.4% during the first quarter. D Orazio & Associates Inc. now owns 1,798 shares of the company’s stock valued at $219,000 after acquiring an additional 140 shares during the period. Affinity Capital Advisors LLC raised its holdings in shares of iShares ESG Aware MSCI USA ETF by 0.8% during the first quarter. Affinity Capital Advisors LLC now owns 152,476 shares of the company’s stock valued at $17,706,000 after acquiring an additional 1,192 shares during the period. Finally, Wealth Enhancement Advisory Services LLC raised its holdings in shares of iShares ESG Aware MSCI USA ETF by 1.5% during the first quarter. Wealth Enhancement Advisory Services LLC now owns 205,203 shares of the company’s stock valued at $25,016,000 after acquiring an additional 3,060 shares during the period.

iShares ESG Aware MSCI USA ETF Price Performance

ESGU stock opened at $130.45 on Monday. iShares ESG Aware MSCI USA ETF has a 52-week low of $105.18 and a 52-week high of $134.50. The company’s 50 day simple moving average is $123.89 and its 200-day simple moving average is $127.08. The firm has a market capitalization of $13.53 billion, a P/E ratio of 25.57 and a beta of 1.02.

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.