Lifelong Wealth Advisors Inc. Has $2.47 Million Stock Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Lifelong Wealth Advisors Inc. grew its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 5.0% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 20,252 shares of the company’s stock after purchasing an additional 967 shares during the quarter. iShares ESG Aware MSCI USA ETF comprises approximately 1.2% of Lifelong Wealth Advisors Inc.’s holdings, making the stock its 15th largest holding. Lifelong Wealth Advisors Inc.’s holdings in iShares ESG Aware MSCI USA ETF were worth $2,469,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in ESGU. Northern Trust Corp lifted its stake in shares of iShares ESG Aware MSCI USA ETF by 31.8% in the 4th quarter. Northern Trust Corp now owns 6,591,007 shares of the company’s stock valued at $849,054,000 after purchasing an additional 1,589,941 shares during the period. JPMorgan Chase & Co. increased its position in shares of iShares ESG Aware MSCI USA ETF by 8.5% in the 4th quarter. JPMorgan Chase & Co. now owns 11,904,019 shares of the company’s stock valued at $1,533,476,000 after buying an additional 930,784 shares in the last quarter. Brooklyn FI LLC increased its position in shares of iShares ESG Aware MSCI USA ETF by 6,492.0% in the 4th quarter. Brooklyn FI LLC now owns 685,235 shares of the company’s stock valued at $88,813,000 after buying an additional 674,840 shares in the last quarter. BNP Paribas Financial Markets increased its position in shares of iShares ESG Aware MSCI USA ETF by 44.0% in the 4th quarter. BNP Paribas Financial Markets now owns 859,394 shares of the company’s stock valued at $110,707,000 after buying an additional 262,391 shares in the last quarter. Finally, LPL Financial LLC increased its position in shares of iShares ESG Aware MSCI USA ETF by 16.5% in the 4th quarter. LPL Financial LLC now owns 1,688,041 shares of the company’s stock valued at $217,453,000 after buying an additional 239,232 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Stock Down 0.0%

ESGU opened at $132.74 on Thursday. iShares ESG Aware MSCI USA ETF has a 12 month low of $105.18 and a 12 month high of $134.50. The company has a fifty day simple moving average of $126.39 and a 200 day simple moving average of $127.04. The stock has a market cap of $13.77 billion, a P/E ratio of 25.57 and a beta of 1.02.

iShares ESG Aware MSCI USA ETF Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, June 20th. Investors of record on Monday, June 16th were given a $0.3229 dividend. The ex-dividend date of this dividend was Monday, June 16th. This represents a $1.29 dividend on an annualized basis and a dividend yield of 0.97%. This is a boost from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.29.

iShares ESG Aware MSCI USA ETF 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.