iShares ESG Aware MSCI USA ETF $ESGU Shares Purchased by Wealth Architects LLC

Wealth Architects LLC boosted its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 27.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 59,457 shares of the company’s stock after purchasing an additional 12,988 shares during the period. iShares ESG Aware MSCI USA ETF makes up about 0.8% of Wealth Architects LLC’s investment portfolio, making the stock its 28th biggest holding. Wealth Architects LLC owned approximately 0.06% of iShares ESG Aware MSCI USA ETF worth $8,045,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in the stock. Brighton Jones LLC acquired a new stake in shares of iShares ESG Aware MSCI USA ETF during the fourth quarter valued at about $419,000. GAMMA Investing LLC grew its stake in shares of iShares ESG Aware MSCI USA ETF by 28.5% during the first quarter. GAMMA Investing LLC now owns 604 shares of the company’s stock valued at $74,000 after acquiring an additional 134 shares in the last quarter. Wealth Enhancement Advisory Services LLC grew its stake in shares of iShares ESG Aware MSCI USA ETF by 1.5% during the first quarter. Wealth Enhancement Advisory Services LLC now owns 205,203 shares of the company’s stock valued at $25,016,000 after acquiring an additional 3,060 shares in the last quarter. Affinity Capital Advisors LLC grew its stake in shares of iShares ESG Aware MSCI USA ETF by 0.8% during the first quarter. Affinity Capital Advisors LLC now owns 152,476 shares of the company’s stock valued at $17,706,000 after acquiring an additional 1,192 shares in the last quarter. Finally, D Orazio & Associates Inc. grew its stake in shares of iShares ESG Aware MSCI USA ETF by 8.4% during the first quarter. D Orazio & Associates Inc. now owns 1,798 shares of the company’s stock valued at $219,000 after acquiring an additional 140 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Price Performance

Shares of iShares ESG Aware MSCI USA ETF stock opened at $142.82 on Monday. The business has a 50-day moving average of $142.45 and a 200-day moving average of $132.81. The company has a market capitalization of $14.66 billion, a PE ratio of 25.34 and a beta of 1.02. iShares ESG Aware MSCI USA ETF has a 1-year low of $105.18 and a 1-year high of $147.42.

iShares ESG Aware MSCI USA ETF Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, September 19th. Stockholders of record on Tuesday, September 16th were paid 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. This represents a $1.46 annualized dividend and a dividend yield of 1.0%. The ex-dividend date 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.