Institute for Wealth Management LLC. Acquires 3,224 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Institute for Wealth Management LLC. grew its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 6.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 50,689 shares of the company’s stock after buying an additional 3,224 shares during the quarter. iShares ESG Aware MSCI USA ETF makes up 0.8% of Institute for Wealth Management LLC.’s portfolio, making the stock its 16th largest position. Institute for Wealth Management LLC.’s holdings in iShares ESG Aware MSCI USA ETF were worth $6,530,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Strategic Point Investment Advisors LLC increased its position in iShares ESG Aware MSCI USA ETF by 0.9% during the fourth quarter. Strategic Point Investment Advisors LLC now owns 13,645 shares of the company’s stock worth $1,758,000 after buying an additional 120 shares during the last quarter. Synergy Asset Management LLC acquired a new stake in shares of iShares ESG Aware MSCI USA ETF during the 4th quarter worth $62,000. Foster Group Inc. raised its position in iShares ESG Aware MSCI USA ETF by 1.4% during the fourth quarter. Foster Group Inc. now owns 20,331 shares of the company’s stock valued at $2,619,000 after purchasing an additional 273 shares during the period. Spectrum Planning & Advisory Services Inc. raised its holdings in shares of iShares ESG Aware MSCI USA ETF by 23.1% in the fourth quarter. Spectrum Planning & Advisory Services Inc. now owns 2,422 shares of the company’s stock worth $312,000 after buying an additional 455 shares during the period. Finally, Perigon Wealth Management LLC lifted its stake in shares of iShares ESG Aware MSCI USA ETF by 4.5% during the 4th quarter. Perigon Wealth Management LLC now owns 43,255 shares of the company’s stock worth $5,639,000 after acquiring an additional 1,874 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Stock Up 0.5 %

ESGU stock opened at $133.01 on Friday. iShares ESG Aware MSCI USA ETF has a twelve month low of $106.30 and a twelve month high of $134.50. The firm has a market cap of $14.27 billion, a price-to-earnings ratio of 25.85 and a beta of 1.02. The business’s fifty day simple moving average is $131.46 and its two-hundred day simple moving average is $126.60.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company also recently announced a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were issued a $0.408 dividend. The ex-dividend date was Tuesday, December 17th.

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.