Aspen Wealth Strategies LLC Makes New $233,000 Investment in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Aspen Wealth Strategies LLC purchased a new position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 2,223 shares of the company’s stock, valued at approximately $233,000.

Several other institutional investors have also modified their holdings of the business. TIAA Trust National Association purchased a new stake in shares of iShares ESG Aware MSCI USA ETF during the 3rd quarter worth $428,520,000. International Assets Investment Management LLC purchased a new stake in shares of iShares ESG Aware MSCI USA ETF during the 4th quarter worth $232,218,000. Envestnet Portfolio Solutions Inc. purchased a new stake in shares of iShares ESG Aware MSCI USA ETF during the 3rd quarter worth $166,970,000. Sumitomo Mitsui Financial Group Inc. purchased a new stake in shares of iShares ESG Aware MSCI USA ETF during the 3rd quarter worth $100,202,000. Finally, Financial Gravity Asset Management Inc. lifted its position in shares of iShares ESG Aware MSCI USA ETF by 1,045.1% during the 3rd quarter. Financial Gravity Asset Management Inc. now owns 1,027,102 shares of the company’s stock worth $96,455,000 after purchasing an additional 937,404 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Price Performance

Shares of iShares ESG Aware MSCI USA ETF stock traded down $0.26 during trading on Tuesday, hitting $110.47. 956,265 shares of the stock were exchanged, compared to its average volume of 930,091. The stock has a market cap of $12.23 billion, a price-to-earnings ratio of 18.83 and a beta of 1.02. The firm’s 50-day moving average price is $112.32 and its 200 day moving average price is $104.47. iShares ESG Aware MSCI USA ETF has a 12-month low of $88.86 and a 12-month high of $115.29.

iShares ESG Aware MSCI USA ETF Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, March 27th. Investors of record on Friday, March 22nd were given a $0.3842 dividend. The ex-dividend date of this dividend was Thursday, March 21st. This represents a $1.54 dividend on an annualized basis and a yield of 1.39%.

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.