Kingswood Wealth Advisors LLC Lowers Position in iShares ESG Aware MSCI USA ETF $ESGU

Kingswood Wealth Advisors LLC decreased its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 39.2% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 16,453 shares of the company’s stock after selling 10,630 shares during the period. Kingswood Wealth Advisors LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $2,226,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the stock. Northern Trust Corp increased its stake in iShares ESG Aware MSCI USA ETF by 3.5% during the first quarter. Northern Trust Corp now owns 6,824,650 shares of the company’s stock worth $831,993,000 after acquiring an additional 233,643 shares during the last quarter. TIAA Trust National Association grew its stake in iShares ESG Aware MSCI USA ETF by 4.9% in the first quarter. TIAA Trust National Association now owns 5,840,805 shares of the company’s stock worth $712,052,000 after purchasing an additional 273,430 shares in the last quarter. Goldman Sachs Group Inc. grew its stake in iShares ESG Aware MSCI USA ETF by 6.5% in the first quarter. Goldman Sachs Group Inc. now owns 3,892,537 shares of the company’s stock worth $474,539,000 after purchasing an additional 238,134 shares in the last quarter. Acorns Advisers LLC grew its stake in iShares ESG Aware MSCI USA ETF by 3.8% in the first quarter. Acorns Advisers LLC now owns 2,400,608 shares of the company’s stock worth $292,658,000 after purchasing an additional 88,833 shares in the last quarter. Finally, Wealthfront Advisers LLC grew its stake in iShares ESG Aware MSCI USA ETF by 8.6% in the first quarter. Wealthfront Advisers LLC now owns 2,173,670 shares of the company’s stock worth $264,992,000 after purchasing an additional 171,405 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Stock Down 0.4%

Shares of NASDAQ:ESGU opened at $146.27 on Wednesday. iShares ESG Aware MSCI USA ETF has a 52-week low of $105.18 and a 52-week high of $147.21. The stock has a market cap of $14.99 billion, a P/E ratio of 25.34 and a beta of 1.02. The business’s 50 day moving average is $141.97 and its 200 day moving average is $132.32.

iShares ESG Aware MSCI USA ETF Increases Dividend

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

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.