3,452 iShares ESG Aware MSCI USA ETF $ESGU Shares Purchased by Elevation Wealth Partners LLC

Elevation Wealth Partners LLC lifted its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 13.8% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 28,460 shares of the company’s stock after purchasing an additional 3,452 shares during the quarter. iShares ESG Aware MSCI USA ETF accounts for 1.3% of Elevation Wealth Partners LLC’s holdings, making the stock its 18th biggest holding. Elevation Wealth Partners LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $4,747,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of ESGU. Bank of America Corp DE increased its position in shares of iShares ESG Aware MSCI USA ETF by 3.5% in the first quarter. Bank of America Corp DE now owns 13,803,021 shares of the company’s stock worth $1,952,023,000 after purchasing an additional 467,558 shares during the period. JPMorgan Chase & Co. lifted its position in iShares ESG Aware MSCI USA ETF by 4.2% during the fourth quarter. JPMorgan Chase & Co. now owns 10,288,654 shares of the company’s stock worth $1,532,804,000 after purchasing an additional 411,010 shares during the period. TIAA Trust National Association grew its stake in iShares ESG Aware MSCI USA ETF by 0.8% during the fourth quarter. TIAA Trust National Association now owns 5,986,011 shares of the company’s stock worth $897,324,000 after buying an additional 47,266 shares in the last quarter. Wealthfront Advisers LLC grew its stake in iShares ESG Aware MSCI USA ETF by 2.1% during the first quarter. Wealthfront Advisers LLC now owns 2,646,197 shares of the company’s stock worth $374,225,000 after buying an additional 54,889 shares in the last quarter. Finally, Brookstone Capital Management increased its holdings in iShares ESG Aware MSCI USA ETF by 7.9% in the 1st quarter. Brookstone Capital Management now owns 241,479 shares of the company’s stock valued at $34,150,000 after buying an additional 17,761 shares during the period.

iShares ESG Aware MSCI USA ETF Stock Down 0.3%

Shares of NASDAQ:ESGU traded down $0.57 during midday trading on Wednesday, hitting $170.08. The stock had a trading volume of 247,751 shares, compared to its average volume of 496,197. The company’s 50-day moving average price is $167.69 and its 200-day moving average price is $161.18. The company has a market capitalization of $18.26 billion, a P/E ratio of 25.34 and a beta of 1.03. iShares ESG Aware MSCI USA ETF has a fifty-two week low of $136.82 and a fifty-two week high of $171.09.

iShares ESG Aware MSCI USA ETF Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, September 18th. Investors of record on Tuesday, September 15th were paid a $0.3813 dividend. This represents a $1.53 dividend on an annualized basis and a yield of 0.9%. This is a positive change from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.3431. The ex-dividend date of this dividend was Tuesday, September 15th.

iShares ESG Aware MSCI USA ETF Company 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.