iShares ESG Aware MSCI USA ETF $ESGU Stock: Simplicity Wealth LLC Raises Stake

Simplicity Wealth LLC increased its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 30.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm 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 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in ESGU. ASL Financial LLC raised its holdings in shares of iShares ESG Aware MSCI USA ETF by 1.9% in the 3rd quarter. ASL Financial LLC now owns 3,197 shares of the company’s stock valued at $533,000 after acquiring an additional 60 shares in the last quarter. Chicago Partners Investment Group LLC grew its holdings in shares of iShares ESG Aware MSCI USA ETF by 0.6% during the first quarter. Chicago Partners Investment Group LLC now owns 11,324 shares of the company’s stock worth $1,753,000 after purchasing an additional 64 shares in the last quarter. Tempus Wealth Planning LLC grew its holdings in shares of iShares ESG Aware MSCI USA ETF by 0.7% during the third quarter. Tempus Wealth Planning LLC now owns 9,089 shares of the company’s stock worth $1,516,000 after purchasing an additional 67 shares in the last quarter. Leverty Financial Group LLC grew its holdings in shares of iShares ESG Aware MSCI USA ETF by 3.2% during the second quarter. Leverty Financial Group LLC now owns 2,209 shares of the company’s stock worth $362,000 after purchasing an additional 68 shares in the last quarter. Finally, White Lighthouse Investment Management Inc. increased its position in shares of iShares ESG Aware MSCI USA ETF by 0.4% in the third quarter. White Lighthouse Investment Management Inc. now owns 17,458 shares of the company’s stock worth $2,912,000 after purchasing an additional 71 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Trading Up 0.7%

ESGU stock opened at $167.55 on Tuesday. The company’s 50 day moving average is $168.04 and its 200 day moving average is $158.68. The stock has a market cap of $18.15 billion, a price-to-earnings ratio of 25.34 and a beta of 1.03. iShares ESG Aware MSCI USA ETF has a 1-year low of $136.82 and a 1-year high of $171.09.

iShares ESG Aware MSCI USA ETF Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, September 18th. Shareholders of record on Tuesday, September 15th were paid a $0.3813 dividend. The ex-dividend date of this dividend was Tuesday, September 15th. This represents a $1.53 dividend on an annualized basis and a yield of 0.9%. This is a boost 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.