Congress Wealth Management LLC DE Lowers Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Congress Wealth Management LLC DE cut its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 5.6% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 9,812 shares of the company’s stock after selling 583 shares during the quarter. Congress Wealth Management LLC DE’s holdings in iShares ESG Aware MSCI USA ETF were worth $1,264,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in ESGU. Compass Financial Services Inc bought a new stake in shares of iShares ESG Aware MSCI USA ETF during the 4th quarter valued at $34,000. Centerpoint Advisors LLC boosted its stake in iShares ESG Aware MSCI USA ETF by 42.2% during the fourth quarter. Centerpoint Advisors LLC now owns 266 shares of the company’s stock worth $34,000 after acquiring an additional 79 shares in the last quarter. Mainstream Capital Management LLC purchased a new stake in iShares ESG Aware MSCI USA ETF in the fourth quarter worth about $35,000. Motco purchased a new stake in iShares ESG Aware MSCI USA ETF in the fourth quarter worth about $50,000. Finally, PrairieView Partners LLC increased its stake in shares of iShares ESG Aware MSCI USA ETF by 56.4% during the fourth quarter. PrairieView Partners LLC now owns 455 shares of the company’s stock valued at $58,000 after purchasing an additional 164 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Stock Down 0.4 %

Shares of ESGU opened at $123.74 on Friday. The stock has a market cap of $13.28 billion, a P/E ratio of 25.16 and a beta of 1.02. The business’s 50 day moving average price is $129.10 and its 200-day moving average price is $128.81. iShares ESG Aware MSCI USA ETF has a 52 week low of $108.40 and a 52 week high of $134.50.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The business also recently announced a dividend, which was paid on Friday, March 21st. Shareholders of record on Tuesday, March 18th were issued a $0.3282 dividend. The ex-dividend date was Tuesday, March 18th.

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.