Wade Financial Advisory Inc Sells 400 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Wade Financial Advisory Inc lessened its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 7.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 4,935 shares of the company’s stock after selling 400 shares during the period. Wade Financial Advisory Inc’s holdings in iShares ESG Aware MSCI USA ETF were worth $518,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently added to or reduced their stakes in ESGU. Baystate Wealth Management LLC increased its position in iShares ESG Aware MSCI USA ETF by 1.9% in the 4th quarter. Baystate Wealth Management LLC now owns 32,912 shares of the company’s stock valued at $3,453,000 after acquiring an additional 613 shares in the last quarter. IFG Advisory LLC increased its position in iShares ESG Aware MSCI USA ETF by 2.5% in the fourth quarter. IFG Advisory LLC now owns 15,522 shares of the company’s stock worth $1,629,000 after purchasing an additional 382 shares during the period. Sand Hill Global Advisors LLC grew its position in shares of iShares ESG Aware MSCI USA ETF by 1.5% during the 4th quarter. Sand Hill Global Advisors LLC now owns 165,239 shares of the company’s stock worth $17,337,000 after buying an additional 2,513 shares during the period. Concorde Asset Management LLC raised its stake in shares of iShares ESG Aware MSCI USA ETF by 8.2% during the third quarter. Concorde Asset Management LLC now owns 10,092 shares of the company’s stock worth $948,000 after buying an additional 762 shares during the last quarter. Finally, EP Wealth Advisors LLC lifted its holdings in iShares ESG Aware MSCI USA ETF by 696.0% in the third quarter. EP Wealth Advisors LLC now owns 10,388 shares of the company’s stock valued at $976,000 after buying an additional 9,083 shares during the period.

iShares ESG Aware MSCI USA ETF Price Performance

Shares of ESGU stock traded down $0.81 during trading hours on Thursday, reaching $115.59. The company had a trading volume of 1,055,556 shares, compared to its average volume of 892,007. iShares ESG Aware MSCI USA ETF has a 1-year low of $89.69 and a 1-year high of $117.09. The firm has a market cap of $12.77 billion, a price-to-earnings ratio of 25.85 and a beta of 1.02. The company has a 50 day moving average of $113.27 and a 200 day moving average of $108.05.

iShares ESG Aware MSCI USA ETF Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, March 27th. Shareholders of record on Friday, March 22nd were issued a dividend of $0.3842 per share. This represents a $1.54 dividend on an annualized basis and a yield of 1.33%. The ex-dividend date was Thursday, March 21st.

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.