Sofi Wealth LLC Purchases 4,047 Shares of iShares ESG Aware MSCI USA ETF $ESGU

Sofi Wealth LLC lifted its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 27.8% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 18,585 shares of the company’s stock after buying an additional 4,047 shares during the quarter. iShares ESG Aware MSCI USA ETF accounts for about 0.1% of Sofi Wealth LLC’s investment portfolio, making the stock its 26th biggest holding. Sofi Wealth LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $2,769,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the company. Bank of America Corp DE grew its stake in shares of iShares ESG Aware MSCI USA ETF by 3.2% in the 3rd quarter. Bank of America Corp DE now owns 13,489,213 shares of the company’s stock valued at $1,964,029,000 after buying an additional 421,048 shares in the last quarter. Wealthfront Advisers LLC grew its stake in shares of iShares ESG Aware MSCI USA ETF by 3.6% in the 4th quarter. Wealthfront Advisers LLC now owns 2,591,308 shares of the company’s stock valued at $386,053,000 after buying an additional 90,420 shares in the last quarter. Acorns Advisers LLC grew its stake in shares of iShares ESG Aware MSCI USA ETF by 0.8% in the 3rd quarter. Acorns Advisers LLC now owns 2,544,818 shares of the company’s stock valued at $370,525,000 after buying an additional 19,417 shares in the last quarter. Envestnet Asset Management Inc. grew its stake in shares of iShares ESG Aware MSCI USA ETF by 24.5% in the 3rd quarter. Envestnet Asset Management Inc. now owns 2,260,765 shares of the company’s stock valued at $329,167,000 after buying an additional 444,833 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its stake in shares of iShares ESG Aware MSCI USA ETF by 3.6% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 984,934 shares of the company’s stock valued at $143,406,000 after buying an additional 34,013 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Stock Performance

Shares of NASDAQ ESGU opened at $155.07 on Thursday. The stock has a market cap of $16.35 billion, a price-to-earnings ratio of 25.34 and a beta of 1.03. The business has a 50 day simple moving average of $147.44 and a 200 day simple moving average of $148.38. iShares ESG Aware MSCI USA ETF has a 52 week low of $121.35 and a 52 week high of $155.73.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, March 20th. Investors of record on Tuesday, March 17th were paid a $0.3698 dividend. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $1.48 annualized dividend and a dividend yield of 1.0%.

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.