Sagespring Wealth Partners LLC Has $4.61 Million Stock Position in iShares ESG Aware MSCI USA ETF $ESGU

Sagespring Wealth Partners LLC raised its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 12.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 31,659 shares of the company’s stock after buying an additional 3,392 shares during the period. Sagespring Wealth Partners LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $4,610,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the company. Rothschild Investment LLC raised its stake in shares of iShares ESG Aware MSCI USA ETF by 63.0% in the second quarter. Rothschild Investment LLC now owns 269 shares of the company’s stock valued at $36,000 after acquiring an additional 104 shares during the last quarter. Ameriflex Group Inc. increased its holdings in iShares ESG Aware MSCI USA ETF by 35.1% during the 2nd quarter. Ameriflex Group Inc. now owns 335 shares of the company’s stock valued at $45,000 after purchasing an additional 87 shares in the last quarter. NorthRock Partners LLC increased its holdings in iShares ESG Aware MSCI USA ETF by 125.3% during the 2nd quarter. NorthRock Partners LLC now owns 338 shares of the company’s stock valued at $46,000 after purchasing an additional 188 shares in the last quarter. Fortitude Family Office LLC raised its position in iShares ESG Aware MSCI USA ETF by 49.5% in the 3rd quarter. Fortitude Family Office LLC now owns 441 shares of the company’s stock valued at $64,000 after purchasing an additional 146 shares during the last quarter. Finally, PrairieView Partners LLC boosted 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 worth $72,000 after purchasing an additional 77 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Stock Performance

Shares of ESGU stock opened at $150.24 on Friday. iShares ESG Aware MSCI USA ETF has a 52 week low of $105.18 and a 52 week high of $151.79. The stock has a market capitalization of $15.88 billion, a PE ratio of 25.34 and a beta of 1.03. The stock’s fifty day moving average is $149.13 and its 200-day moving average is $145.06.

iShares ESG Aware MSCI USA ETF Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, December 19th. Shareholders of record on Tuesday, December 16th were issued a dividend of $0.4554 per share. The ex-dividend date of this dividend was Tuesday, December 16th. This represents a $1.82 dividend on an annualized basis and a yield of 1.2%. This is an increase from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.37.

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.