Vision Capital Management Inc. Cuts Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Vision Capital Management Inc. decreased its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 1.6% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 17,004 shares of the company’s stock after selling 270 shares during the quarter. Vision Capital Management Inc.’s holdings in iShares ESG Aware MSCI USA ETF were worth $2,073,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of ESGU. Oppenheimer & Co. Inc. raised its holdings in shares of iShares ESG Aware MSCI USA ETF by 28.6% during the 1st quarter. Oppenheimer & Co. Inc. now owns 3,187 shares of the company’s stock valued at $389,000 after buying an additional 709 shares during the period. Wealth Enhancement Advisory Services LLC raised its holdings in shares of iShares ESG Aware MSCI USA ETF by 1.5% during the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 205,203 shares of the company’s stock valued at $25,016,000 after buying an additional 3,060 shares during the period. Guardian Wealth Advisors LLC NC purchased a new stake in iShares ESG Aware MSCI USA ETF during the 4th quarter worth approximately $343,000. PNC Financial Services Group Inc. increased 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 worth $316,000 after purchasing an additional 96 shares during the last quarter. Finally, GC Wealth Management RIA LLC purchased a new stake in iShares ESG Aware MSCI USA ETF during the 4th quarter worth approximately $207,000.

iShares ESG Aware MSCI USA ETF Price Performance

NASDAQ:ESGU opened at $136.17 on Thursday. iShares ESG Aware MSCI USA ETF has a 12-month low of $105.18 and a 12-month high of $136.78. The firm has a market capitalization of $13.82 billion, a P/E ratio of 25.34 and a beta of 1.02. The business has a 50 day simple moving average of $130.01 and a 200 day simple moving average of $127.28.

iShares ESG Aware MSCI USA ETF Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, June 20th. Investors of record on Monday, June 16th were given a dividend of $0.3229 per share. This represents a $1.29 annualized dividend and a yield of 0.95%. This is a positive change from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.29. The ex-dividend date was Monday, June 16th.

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.