Retirement Wealth Solutions LLC Invests $994,000 in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Posted by Bonnie Powley on Jan 18th, 2025

Retirement Wealth Solutions LLC acquired a new stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm acquired 7,783 shares of the company’s stock, valued at approximately $994,000. iShares ESG Aware MSCI USA ETF comprises approximately 0.8% of Retirement Wealth Solutions LLC’s portfolio, making the stock its 22nd largest position.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Future Financial Wealth Managment LLC purchased a new stake in shares of iShares ESG Aware MSCI USA ETF in the third quarter valued at $38,000. Howe & Rusling Inc. acquired a new stake in iShares ESG Aware MSCI USA ETF in the 3rd quarter worth about $47,000. GAMMA Investing LLC purchased a new stake in iShares ESG Aware MSCI USA ETF in the 3rd quarter valued at about $59,000. Highline Wealth Partners LLC acquired a new position in shares of iShares ESG Aware MSCI USA ETF during the 3rd quarter valued at about $81,000. Finally, SG Americas Securities LLC acquired a new position in shares of iShares ESG Aware MSCI USA ETF during the 3rd quarter valued at about $102,000.

iShares ESG Aware MSCI USA ETF Stock Performance

ESGU opened at $131.66 on Friday. iShares ESG Aware MSCI USA ETF has a 1 year low of $104.14 and a 1 year high of $134.27. The company’s 50 day simple moving average is $131.07 and its 200 day simple moving average is $125.94. The stock has a market capitalization of $13.49 billion, a PE ratio of 25.85 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, December 20th. Shareholders of record on Tuesday, December 17th were issued a $0.408 dividend. The ex-dividend date was Tuesday, December 17th.

About iShares ESG Aware MSCI USA ETF

(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.