Litman Gregory Wealth Management LLC Has $463,000 Stake in iShares ESG Aware MSCI USA ETF $ESGU

Litman Gregory Wealth Management LLC raised its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 7.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,424 shares of the company’s stock after buying an additional 231 shares during the quarter. Litman Gregory Wealth Management LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $463,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Ameriflex Group Inc. boosted its stake in iShares ESG Aware MSCI USA ETF by 35.1% during the 2nd quarter. Ameriflex Group Inc. now owns 335 shares of the company’s stock worth $45,000 after acquiring an additional 87 shares during the last quarter. Oliver Lagore Vanvalin Investment Group acquired a new stake in iShares ESG Aware MSCI USA ETF in the second quarter worth $57,000. Continuum Advisory LLC boosted its position in shares of iShares ESG Aware MSCI USA ETF by 34.4% during the first quarter. Continuum Advisory LLC now owns 578 shares of the company’s stock worth $70,000 after purchasing an additional 148 shares in the last quarter. Cornerstone Planning Group LLC grew its holdings in shares of iShares ESG Aware MSCI USA ETF by 45.7% in the 1st quarter. Cornerstone Planning Group LLC now owns 596 shares of the company’s stock valued at $70,000 after buying an additional 187 shares during the period. Finally, GAMMA Investing LLC increased its position in shares of iShares ESG Aware MSCI USA ETF by 28.5% in the 1st quarter. GAMMA Investing LLC now owns 604 shares of the company’s stock valued at $74,000 after buying an additional 134 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Trading Up 0.0%

Shares of iShares ESG Aware MSCI USA ETF stock opened at $146.46 on Monday. iShares ESG Aware MSCI USA ETF has a 12 month low of $105.18 and a 12 month high of $147.17. The company has a market capitalization of $15.00 billion, a PE ratio of 25.34 and a beta of 1.02. The stock’s fifty day simple moving average is $141.66 and its 200 day simple moving average is $132.05.

iShares ESG Aware MSCI USA ETF Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 19th. Stockholders of record on Tuesday, September 16th were issued a dividend of $0.3655 per share. This is a boost from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.32. The ex-dividend date was Tuesday, September 16th. This represents a $1.46 annualized dividend and a dividend yield of 1.0%.

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.