Elevation Wealth Partners LLC Buys 10,502 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Elevation Wealth Partners LLC boosted its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 34.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 41,247 shares of the company’s stock after purchasing an additional 10,502 shares during the quarter. iShares ESG Aware MSCI USA ETF makes up approximately 2.2% of Elevation Wealth Partners LLC’s holdings, making the stock its 9th largest position. Elevation Wealth Partners LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $5,313,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Clearview Wealth Advisors LLC boosted its holdings in shares of iShares ESG Aware MSCI USA ETF by 0.7% during the fourth quarter. Clearview Wealth Advisors LLC now owns 12,072 shares of the company’s stock valued at $1,555,000 after acquiring an additional 82 shares during the period. Brooklyn FI LLC lifted its position in iShares ESG Aware MSCI USA ETF by 0.8% in the 3rd quarter. Brooklyn FI LLC now owns 10,395 shares of the company’s stock valued at $1,312,000 after purchasing an additional 87 shares during the last quarter. Swmg LLC boosted its stake in iShares ESG Aware MSCI USA ETF by 5.8% during the 3rd quarter. Swmg LLC now owns 1,774 shares of the company’s stock valued at $233,000 after purchasing an additional 98 shares during the period. Lodestar Private Asset Management LLC grew its position in iShares ESG Aware MSCI USA ETF by 5.4% in the 4th quarter. Lodestar Private Asset Management LLC now owns 2,016 shares of the company’s stock worth $260,000 after purchasing an additional 103 shares during the last quarter. Finally, Leo Wealth LLC grew its position in iShares ESG Aware MSCI USA ETF by 0.6% in the 4th quarter. Leo Wealth LLC now owns 18,824 shares of the company’s stock worth $2,425,000 after purchasing an additional 105 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Trading Down 0.9 %

ESGU opened at $131.78 on Monday. The business’s 50 day moving average is $131.53 and its 200-day moving average is $127.10. The stock has a market cap of $14.14 billion, a PE ratio of 25.85 and a beta of 1.02. iShares ESG Aware MSCI USA ETF has a twelve month low of $108.02 and a twelve month high of $134.50.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently announced a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were given a $0.408 dividend. The ex-dividend date was Tuesday, December 17th.

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.