Simplicity Wealth LLC Buys 3,310 Shares of iShares ESG Aware MSCI USA ETF $ESGU

Simplicity Wealth LLC boosted its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 30.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 14,143 shares of the company’s stock after acquiring an additional 3,310 shares during the quarter. Simplicity Wealth LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $2,359,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in ESGU. Bank of America Corp DE raised its position in iShares ESG Aware MSCI USA ETF by 3.5% during the first quarter. Bank of America Corp DE now owns 13,803,021 shares of the company’s stock valued at $1,952,023,000 after purchasing an additional 467,558 shares in the last quarter. Wealthfront Advisers LLC lifted 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 purchasing an additional 54,889 shares during the last quarter. Brookstone Capital Management bought a new stake in iShares ESG Aware MSCI USA ETF during the third quarter worth about $47,018,000. Atomic Invest LLC lifted its stake in iShares ESG Aware MSCI USA ETF by 3,385.6% during the second quarter. Atomic Invest LLC now owns 205,231 shares of the company’s stock worth $33,349,000 after purchasing an additional 199,343 shares during the last quarter. Finally, Integrated Wealth Concepts LLC boosted its holdings in shares of iShares ESG Aware MSCI USA ETF by 7.1% in the 2nd quarter. Integrated Wealth Concepts LLC now owns 129,466 shares of the company’s stock worth $21,190,000 after purchasing an additional 8,564 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Trading Up 0.7%

ESGU opened at $167.55 on Tuesday. The stock has a market capitalization of $18.15 billion, a P/E ratio of 25.34 and a beta of 1.03. The stock has a 50-day moving average price of $168.04 and a 200-day moving average price of $158.68. iShares ESG Aware MSCI USA ETF has a 12-month low of $136.82 and a 12-month high of $171.09.

iShares ESG Aware MSCI USA ETF Increases Dividend

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

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.