Factor Wealth Management LTD Invests $599,000 in iShares ESG Aware MSCI USA ETF $ESGU

Factor Wealth Management LTD acquired a new stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 4,235 shares of the company’s stock, valued at approximately $599,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in ESGU. CENTRAL TRUST Co lifted its holdings in iShares ESG Aware MSCI USA ETF by 4.2% in the 1st quarter. CENTRAL TRUST Co now owns 8,572 shares of the company’s stock valued at $1,212,000 after purchasing an additional 344 shares in the last quarter. Presilium Private Wealth LLC boosted its stake in shares of iShares ESG Aware MSCI USA ETF by 2.7% during the 1st quarter. Presilium Private Wealth LLC now owns 6,996 shares of the company’s stock worth $989,000 after purchasing an additional 183 shares during the last quarter. AdvisorNet Financial Inc grew its holdings in shares of iShares ESG Aware MSCI USA ETF by 27.3% during the first quarter. AdvisorNet Financial Inc now owns 4,963 shares of the company’s stock worth $702,000 after buying an additional 1,064 shares in the last quarter. Bell Investment Advisors Inc grew its holdings in shares of iShares ESG Aware MSCI USA ETF by 26.3% during the first quarter. Bell Investment Advisors Inc now owns 7,007 shares of the company’s stock worth $991,000 after buying an additional 1,461 shares in the last quarter. Finally, Novare Capital Management LLC raised its position in shares of iShares ESG Aware MSCI USA ETF by 28.9% in the first quarter. Novare Capital Management LLC now owns 2,455 shares of the company’s stock valued at $347,000 after buying an additional 550 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Price Performance

NASDAQ:ESGU opened at $160.62 on Thursday. The firm has a market cap of $16.98 billion, a PE ratio of 25.34 and a beta of 1.03. The firm has a 50 day simple moving average of $160.09 and a 200-day simple moving average of $152.28. iShares ESG Aware MSCI USA ETF has a 1-year low of $132.53 and a 1-year high of $166.46.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, June 18th. Shareholders of record on Monday, June 15th were paid a $0.3431 dividend. This represents a $1.37 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Monday, June 15th.

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.