Orion Porfolio Solutions LLC Increases Stock Position in iShares ESG Aware MSCI USA ETF $ESGU

Orion Porfolio Solutions LLC increased its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 31.9% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 36,498 shares of the company’s stock after purchasing an additional 8,817 shares during the period. Orion Porfolio Solutions LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $5,314,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of ESGU. Rothschild Investment LLC raised its stake in iShares ESG Aware MSCI USA ETF by 63.0% in the second quarter. Rothschild Investment LLC now owns 269 shares of the company’s stock worth $36,000 after buying an additional 104 shares in the last quarter. Caitlin John LLC bought a new stake in iShares ESG Aware MSCI USA ETF during the 3rd quarter valued at $36,000. Addison Advisors LLC bought a new stake in iShares ESG Aware MSCI USA ETF during the 3rd quarter valued at $60,000. Fortitude Family Office LLC increased its holdings in shares of iShares ESG Aware MSCI USA ETF by 49.5% in the 3rd quarter. Fortitude Family Office LLC now owns 441 shares of the company’s stock valued at $64,000 after acquiring an additional 146 shares during the period. Finally, Centerpoint Advisors LLC increased its holdings in shares of iShares ESG Aware MSCI USA ETF by 20.4% in the 3rd quarter. Centerpoint Advisors LLC now owns 437 shares of the company’s stock valued at $64,000 after acquiring an additional 74 shares during the period.

iShares ESG Aware MSCI USA ETF Trading Down 1.3%

ESGU opened at $146.22 on Friday. The firm has a market cap of $15.38 billion, a price-to-earnings ratio of 25.34 and a beta of 1.03. iShares ESG Aware MSCI USA ETF has a 12 month low of $105.18 and a 12 month high of $152.31. The stock has a fifty day moving average price of $149.79 and a 200-day moving average price of $147.43.

iShares ESG Aware MSCI USA ETF Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, December 19th. Shareholders of record on Tuesday, December 16th were paid a $0.4554 dividend. This represents a $1.82 annualized dividend and a yield of 1.2%. This is a boost from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.37. The ex-dividend date was Tuesday, December 16th.

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.