Congress Wealth Management LLC DE Sells 583 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Congress Wealth Management LLC DE lowered its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 5.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,812 shares of the company’s stock after selling 583 shares during the period. Congress Wealth Management LLC DE’s holdings in iShares ESG Aware MSCI USA ETF were worth $1,264,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently added to or reduced their stakes in the company. Centerpoint Advisors LLC lifted its position in shares of iShares ESG Aware MSCI USA ETF by 42.2% in the fourth quarter. Centerpoint Advisors LLC now owns 266 shares of the company’s stock valued at $34,000 after acquiring an additional 79 shares in the last quarter. Clearview Wealth Advisors LLC raised its stake in iShares ESG Aware MSCI USA ETF by 0.7% during the 4th quarter. Clearview Wealth Advisors LLC now owns 12,072 shares of the company’s stock valued at $1,555,000 after purchasing an additional 82 shares during the period. Single Point Partners LLC lifted its holdings in iShares ESG Aware MSCI USA ETF by 3.5% in the 4th quarter. Single Point Partners LLC now owns 2,525 shares of the company’s stock worth $325,000 after purchasing an additional 85 shares in the last quarter. Walkner Condon Financial Advisors LLC boosted its stake in iShares ESG Aware MSCI USA ETF by 1.5% in the 4th quarter. Walkner Condon Financial Advisors LLC now owns 6,370 shares of the company’s stock worth $821,000 after purchasing an additional 96 shares during the period. Finally, PNC Financial Services Group Inc. grew its holdings in iShares ESG Aware MSCI USA ETF by 4.1% during the 4th quarter. PNC Financial Services Group Inc. now owns 2,457 shares of the company’s stock valued at $316,000 after buying an additional 96 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Price Performance

iShares ESG Aware MSCI USA ETF stock opened at $123.74 on Friday. iShares ESG Aware MSCI USA ETF has a 1 year low of $108.40 and a 1 year high of $134.50. The firm’s 50 day moving average price is $129.10 and its 200-day moving average price is $128.81. The stock has a market cap of $13.28 billion, a P/E ratio of 25.16 and a beta of 1.02.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The business also recently declared a dividend, which was paid on Friday, March 21st. Shareholders of record on Tuesday, March 18th were issued a $0.3282 dividend. The ex-dividend date of this dividend was Tuesday, March 18th.

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.