Summit Wealth Group LLC Has $5.74 Million Stock Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Summit Wealth Group LLC lessened its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 0.4% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 44,560 shares of the company’s stock after selling 197 shares during the period. iShares ESG Aware MSCI USA ETF accounts for 1.7% of Summit Wealth Group LLC’s portfolio, making the stock its 16th largest position. Summit Wealth Group LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $5,740,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of ESGU. Compass Financial Services Inc acquired a new stake in iShares ESG Aware MSCI USA ETF during the 4th quarter worth $34,000. Centerpoint Advisors LLC boosted its position in shares of 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 purchasing an additional 79 shares in the last quarter. Howe & Rusling Inc. bought a new position in shares of iShares ESG Aware MSCI USA ETF during the third quarter worth $47,000. PrairieView Partners LLC boosted its position 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 worth $58,000 after purchasing an additional 164 shares in the last quarter. Finally, Synergy Asset Management LLC bought a new position in shares of iShares ESG Aware MSCI USA ETF during the fourth quarter worth $62,000.

iShares ESG Aware MSCI USA ETF Stock Down 0.5 %

Shares of NASDAQ ESGU opened at $129.85 on Wednesday. The company’s fifty day moving average is $131.36 and its 200-day moving average is $128.45. The stock has a market cap of $13.93 billion, a price-to-earnings ratio of 25.85 and a beta of 1.02. iShares ESG Aware MSCI USA ETF has a twelve month low of $108.40 and a twelve month high of $134.50.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company also recently declared a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were given a dividend of $0.408 per share. The ex-dividend date was Tuesday, December 17th.

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.