Strategic Point Investment Advisors LLC Sells 805 Shares of iShares ESG Aware MSCI USA ETF $ESGU

Strategic Point Investment Advisors LLC lessened its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 5.9% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 12,770 shares of the company’s stock after selling 805 shares during the period. iShares ESG Aware MSCI USA ETF comprises approximately 0.3% of Strategic Point Investment Advisors LLC’s investment portfolio, making the stock its 25th largest holding. Strategic Point Investment Advisors LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $1,728,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Concurrent Investment Advisors LLC raised its stake in iShares ESG Aware MSCI USA ETF by 27.8% in the second quarter. Concurrent Investment Advisors LLC now owns 8,911 shares of the company’s stock valued at $1,206,000 after buying an additional 1,937 shares during the period. Keener Financial Planning LLC raised its stake in iShares ESG Aware MSCI USA ETF by 2.3% in the second quarter. Keener Financial Planning LLC now owns 5,603 shares of the company’s stock valued at $758,000 after buying an additional 124 shares during the period. PrairieView Partners LLC raised its stake in 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 valued at $72,000 after buying an additional 77 shares during the period. JB Capital LLC raised its stake in iShares ESG Aware MSCI USA ETF by 2.9% in the second quarter. JB Capital LLC now owns 7,678 shares of the company’s stock valued at $1,039,000 after buying an additional 220 shares during the period. Finally, Robertson Stephens Wealth Management LLC raised its stake in iShares ESG Aware MSCI USA ETF by 3.7% in the second quarter. Robertson Stephens Wealth Management LLC now owns 10,936 shares of the company’s stock valued at $1,480,000 after buying an additional 389 shares during the period.

iShares ESG Aware MSCI USA ETF Stock Down 2.7%

NASDAQ:ESGU opened at $142.82 on Friday. The stock’s 50 day moving average price is $142.45 and its two-hundred day moving average price is $132.74. The firm has a market capitalization of $14.66 billion, a price-to-earnings ratio of 25.34 and a beta of 1.02. iShares ESG Aware MSCI USA ETF has a 12-month low of $105.18 and a 12-month high of $147.42.

iShares ESG Aware MSCI USA ETF Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 19th. Shareholders of record on Tuesday, September 16th were paid a $0.3655 dividend. This is a positive change from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.32. This represents a $1.46 annualized dividend and a yield of 1.0%. The ex-dividend date was Tuesday, September 16th.

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.