Empirical Financial Services LLC d.b.a. Empirical Wealth Management Grows Position in iShares ESG Aware MSCI USA ETF $ESGU

Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 7.7% in the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 67,280 shares of the company’s stock after buying an additional 4,807 shares during the quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management owned about 0.06% of iShares ESG Aware MSCI USA ETF worth $9,515,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of the business. Chicago Partners Investment Group LLC boosted its holdings in shares of iShares ESG Aware MSCI USA ETF by 0.6% during the 1st quarter. Chicago Partners Investment Group LLC now owns 11,324 shares of the company’s stock valued at $1,753,000 after acquiring an additional 64 shares during the last quarter. Uptick Partners LLC raised its holdings in shares of iShares ESG Aware MSCI USA ETF by 8.8% during the first quarter. Uptick Partners LLC now owns 1,822 shares of the company’s stock valued at $258,000 after purchasing an additional 148 shares during the last quarter. Keener Financial Planning LLC lifted its position in iShares ESG Aware MSCI USA ETF by 1.9% during the first quarter. Keener Financial Planning LLC now owns 6,971 shares of the company’s stock valued at $985,000 after purchasing an additional 133 shares during the period. Diversify Wealth Management LLC lifted its position in iShares ESG Aware MSCI USA ETF by 283.5% during the first quarter. Diversify Wealth Management LLC now owns 21,228 shares of the company’s stock valued at $3,290,000 after purchasing an additional 15,693 shares during the period. Finally, Pittenger & Anderson Inc. lifted its position in iShares ESG Aware MSCI USA ETF by 1.6% during the first quarter. Pittenger & Anderson Inc. now owns 9,426 shares of the company’s stock valued at $1,333,000 after purchasing an additional 145 shares during the period.

iShares ESG Aware MSCI USA ETF Trading Down 0.7%

Shares of ESGU stock opened at $164.53 on Tuesday. iShares ESG Aware MSCI USA ETF has a 12-month low of $134.82 and a 12-month high of $166.46. The stock has a market capitalization of $17.86 billion, a P/E ratio of 25.34 and a beta of 1.03. The firm’s 50 day moving average is $162.53 and its 200 day moving average is $153.60.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, June 18th. Stockholders of record on Monday, June 15th were issued a dividend of $0.3431 per share. This represents a $1.37 annualized dividend and a dividend yield of 0.8%. 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.