Summit Wealth Group LLC Sells 197 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Summit Wealth Group LLC reduced its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 0.4% during the 4th quarter, HoldingsChannel reports. The fund owned 44,560 shares of the company’s stock after selling 197 shares during the quarter. iShares ESG Aware MSCI USA ETF comprises 1.7% of Summit Wealth Group LLC’s investment portfolio, making the stock its 16th largest position. Summit Wealth Group LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $5,740,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Compass Financial Services Inc bought a new stake in iShares ESG Aware MSCI USA ETF in the 4th quarter valued at $34,000. Centerpoint Advisors LLC lifted its position in iShares ESG Aware MSCI USA ETF by 42.2% in the 4th 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. Howe & Rusling Inc. bought a new stake in iShares ESG Aware MSCI USA ETF in the 3rd quarter valued at $47,000. PrairieView Partners LLC lifted its position in iShares ESG Aware MSCI USA ETF by 56.4% in the 4th quarter. PrairieView Partners LLC now owns 455 shares of the company’s stock valued at $58,000 after acquiring an additional 164 shares in the last quarter. Finally, Synergy Asset Management LLC bought a new stake in iShares ESG Aware MSCI USA ETF in the 4th quarter valued at $62,000.

iShares ESG Aware MSCI USA ETF Trading Down 0.5 %

ESGU opened at $129.85 on Wednesday. The stock has a market capitalization of $13.93 billion, a P/E ratio of 25.85 and a beta of 1.02. iShares ESG Aware MSCI USA ETF has a 12 month low of $108.40 and a 12 month high of $134.50. The firm’s fifty day simple moving average is $131.36 and its 200 day simple moving average is $128.45.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently disclosed 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.

About iShares ESG Aware MSCI USA ETF

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.