Axis Wealth Partners LLC Has $801,000 Stock Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Axis Wealth Partners LLC increased its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 1.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,573 shares of the company’s stock after purchasing an additional 106 shares during the quarter. Axis Wealth Partners LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $801,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Mainstream Capital Management LLC acquired a new position in shares of iShares ESG Aware MSCI USA ETF during the 4th quarter worth about $35,000. C M Bidwell & Associates Ltd. acquired a new position in shares of iShares ESG Aware MSCI USA ETF during the 4th quarter worth about $44,000. Continuum Advisory LLC grew its position in shares of iShares ESG Aware MSCI USA ETF by 34.4% during the 1st quarter. Continuum Advisory LLC now owns 578 shares of the company’s stock worth $70,000 after buying an additional 148 shares during the period. GAMMA Investing LLC lifted its holdings in shares of iShares ESG Aware MSCI USA ETF by 28.5% during the 1st quarter. GAMMA Investing LLC now owns 604 shares of the company’s stock valued at $74,000 after purchasing an additional 134 shares in the last quarter. Finally, Flagship Wealth Advisors LLC bought a new position in shares of iShares ESG Aware MSCI USA ETF during the 4th quarter valued at about $79,000.

iShares ESG Aware MSCI USA ETF Price Performance

NASDAQ:ESGU opened at $135.60 on Thursday. iShares ESG Aware MSCI USA ETF has a fifty-two week low of $105.18 and a fifty-two week high of $135.63. The stock has a market capitalization of $13.82 billion, a PE ratio of 25.34 and a beta of 1.04. The business’s 50-day simple moving average is $128.42 and its 200-day simple moving average is $127.09.

iShares ESG Aware MSCI USA ETF Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, June 20th. Stockholders of record on Monday, June 16th were issued a dividend of $0.3229 per share. This represents a $1.29 annualized dividend and a dividend yield of 0.95%. The ex-dividend date of this dividend was Monday, June 16th. This is a boost from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.29.

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.