Sofi Wealth LLC Has $3.27 Million Stock Holdings in iShares ESG Aware MSCI USA ETF $ESGU

Sofi Wealth LLC boosted its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 24.5% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 23,132 shares of the company’s stock after purchasing an additional 4,547 shares during the quarter. iShares ESG Aware MSCI USA ETF accounts for about 0.2% 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 $3,271,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the company. Concurrent Investment Advisors LLC raised its holdings in shares of iShares ESG Aware MSCI USA ETF by 60.6% during the fourth quarter. Concurrent Investment Advisors LLC now owns 14,651 shares of the company’s stock worth $2,183,000 after acquiring an additional 5,529 shares during the period. HF Advisory Group LLC raised its stake in shares of iShares ESG Aware MSCI USA ETF by 450.6% in the 4th quarter. HF Advisory Group LLC now owns 110,237 shares of the company’s stock valued at $16,423,000 after purchasing an additional 90,214 shares during the period. Chatterton & Associates Inc. bought a new stake in shares of iShares ESG Aware MSCI USA ETF in the fourth quarter valued at about $559,000. Higgins & Schmidt Wealth Strategies LLC boosted its position in shares of iShares ESG Aware MSCI USA ETF by 37.3% during the fourth quarter. Higgins & Schmidt Wealth Strategies LLC now owns 17,445 shares of the company’s stock worth $2,599,000 after buying an additional 4,739 shares during the period. Finally, Asempa Wealth Advisors bought a new position in shares of iShares ESG Aware MSCI USA ETF during the fourth quarter worth about $693,000.

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iShares ESG Aware MSCI USA ETF Stock Performance

Shares of iShares ESG Aware MSCI USA ETF stock opened at $164.80 on Friday. iShares ESG Aware MSCI USA ETF has a 52-week low of $135.34 and a 52-week high of $166.46. The business’s 50 day simple moving average is $162.91 and its 200 day simple moving average is $153.90. The firm has a market cap of $17.89 billion, a PE ratio of 25.34 and a beta of 1.03.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Monday, June 15th were issued a dividend of $0.3431 per share. The ex-dividend date was Monday, June 15th. This represents a $1.37 annualized dividend and a yield of 0.8%.

iShares ESG Aware MSCI USA ETF Profile

(Free Report)

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.

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