Retirement Capital Strategies Increases Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)
Retirement Capital Strategies lifted its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 20.6% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,621 shares of the company’s stock after purchasing an additional 1,814 shares during the quarter. iShares ESG Aware MSCI USA ETF comprises about 0.5% of Retirement Capital Strategies’ portfolio, making the stock its 24th biggest position. Retirement Capital Strategies’ holdings in iShares ESG Aware MSCI USA ETF were worth $961,000 at the end of the most recent quarter.
Several other large investors also recently bought and sold shares of the stock. Farmers & Merchants Investments Inc. lifted its stake in shares of iShares ESG Aware MSCI USA ETF by 837.5% in the 4th quarter. Farmers & Merchants Investments Inc. now owns 300 shares of the company’s stock valued at $25,000 after purchasing an additional 268 shares during the period. Hollencrest Capital Management purchased a new stake in iShares ESG Aware MSCI USA ETF during the 4th quarter worth about $28,000. GPS Wealth Strategies Group LLC purchased a new position in iShares ESG Aware MSCI USA ETF in the first quarter worth approximately $41,000. CVA Family Office LLC purchased a new stake in shares of iShares ESG Aware MSCI USA ETF during the 4th quarter worth $42,000. Finally, BerganKDV Wealth Management LLC purchased a new stake in iShares ESG Aware MSCI USA ETF during the 1st quarter worth about $46,000.
iShares ESG Aware MSCI USA ETF Trading Up 0.1 %
Shares of iShares ESG Aware MSCI USA ETF stock opened at $98.17 on Friday. iShares ESG Aware MSCI USA ETF has a 12-month low of $77.28 and a 12-month high of $101.28. The stock has a market cap of $13.02 billion, a price-to-earnings ratio of 18.83 and a beta of 1.02. The company has a fifty day simple moving average of $97.39 and a 200-day simple moving average of $92.91.
iShares ESG Aware MSCI USA ETF Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 13th. Shareholders of record on Thursday, June 8th were given a dividend of $0.2981 per share. The ex-dividend date of this dividend was Wednesday, June 7th. This represents a $1.19 dividend on an annualized basis and a yield of 1.21%.
iShares ESG Aware MSCI USA ETF 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.
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