iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) Shares Sold by Northwest Capital Management Inc

Posted by John Perry on Feb 24th, 2025

Northwest Capital Management Inc trimmed its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 8.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 77,087 shares of the company’s stock after selling 7,501 shares during the quarter. iShares ESG Aware MSCI USA ETF makes up approximately 4.3% of Northwest Capital Management Inc’s portfolio, making the stock its 6th largest position. Northwest Capital Management Inc’s holdings in iShares ESG Aware MSCI USA ETF were worth $9,930,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the company. SG Americas Securities LLC purchased a new position in iShares ESG Aware MSCI USA ETF during the 3rd quarter valued at about $102,000. PFG Investments LLC increased its stake in iShares ESG Aware MSCI USA ETF by 2.2% in the 3rd quarter. PFG Investments LLC now owns 13,984 shares of the company’s stock valued at $1,765,000 after buying an additional 307 shares during the period. Wealth Enhancement Advisory Services LLC lifted its position in iShares ESG Aware MSCI USA ETF by 21.1% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 205,346 shares of the company’s stock worth $25,911,000 after buying an additional 35,811 shares in the last quarter. Gateway Wealth Partners LLC purchased a new stake in iShares ESG Aware MSCI USA ETF in the 3rd quarter worth approximately $223,000. Finally, MONECO Advisors LLC boosted its stake in shares of iShares ESG Aware MSCI USA ETF by 6.1% during the 3rd quarter. MONECO Advisors LLC now owns 2,321 shares of the company’s stock valued at $293,000 after buying an additional 134 shares during the period.

iShares ESG Aware MSCI USA ETF Trading Down 1.8 %

NASDAQ ESGU opened at $131.25 on Monday. 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 fifty day simple moving average is $131.48 and its 200-day simple moving average is $128.16. The company has a market capitalization of $14.08 billion, a PE ratio of 25.85 and a beta of 1.02.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company also recently declared a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were paid a dividend of $0.408 per share. The ex-dividend date of this dividend was Tuesday, December 17th.

iShares ESG Aware MSCI USA ETF Profile

(Free Report)

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.