WBH Advisory Inc. Trims Stock Holdings in iShares ESG Aware MSCI USA ETF $ESGU

WBH Advisory Inc. trimmed its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 20.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,678 shares of the company’s stock after selling 1,939 shares during the period. WBH Advisory Inc.’s holdings in iShares ESG Aware MSCI USA ETF were worth $1,039,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Leo Wealth LLC grew its stake in iShares ESG Aware MSCI USA ETF by 0.4% in the second quarter. Leo Wealth LLC now owns 18,393 shares of the company’s stock worth $2,489,000 after purchasing an additional 76 shares during the period. PrairieView Partners LLC grew its stake in shares of iShares ESG Aware MSCI USA ETF by 16.8% in the second quarter. PrairieView Partners LLC now owns 534 shares of the company’s stock worth $72,000 after acquiring an additional 77 shares during the last quarter. Tortoise Investment Management LLC grew its stake in shares of iShares ESG Aware MSCI USA ETF by 4.9% in the first quarter. Tortoise Investment Management LLC now owns 1,705 shares of the company’s stock worth $208,000 after acquiring an additional 80 shares during the last quarter. Single Point Partners LLC grew its stake in shares of iShares ESG Aware MSCI USA ETF by 3.1% in the second quarter. Single Point Partners LLC now owns 2,683 shares of the company’s stock worth $363,000 after acquiring an additional 81 shares during the last quarter. Finally, Peak Financial Management Inc. grew its stake in shares of iShares ESG Aware MSCI USA ETF by 2.3% in the second quarter. Peak Financial Management Inc. now owns 3,754 shares of the company’s stock worth $508,000 after acquiring an additional 85 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Trading Up 1.1%

NASDAQ ESGU opened at $146.82 on Tuesday. iShares ESG Aware MSCI USA ETF has a 12 month low of $105.18 and a 12 month high of $147.42. The stock has a market cap of $14.95 billion, a P/E ratio of 25.34 and a beta of 1.02. The stock’s fifty day moving average price is $143.27 and its 200-day moving average price is $133.89.

iShares ESG Aware MSCI USA ETF Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, September 19th. Stockholders of record on Tuesday, September 16th were issued a dividend of $0.3655 per share. The ex-dividend date of this dividend was Tuesday, September 16th. This is an increase from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.32. This represents a $1.46 dividend on an annualized basis 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.