Wealthsource Partners LLC Decreases Stock Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)
Wealthsource Partners LLC lessened its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Get Rating) by 13.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,232,587 shares of the company’s stock after selling 197,508 shares during the quarter. iShares ESG Aware MSCI USA ETF comprises 7.4% of Wealthsource Partners LLC’s portfolio, making the stock its 2nd biggest holding. Wealthsource Partners LLC owned 0.56% of iShares ESG Aware MSCI USA ETF worth $104,462,000 as of its most recent SEC filing.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Farmers & Merchants Investments Inc. lifted its holdings 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 worth $25,000 after buying an additional 268 shares during the period. Hollencrest Capital Management purchased a new stake in shares of iShares ESG Aware MSCI USA ETF in the 4th quarter worth $28,000. Rice Partnership LLC purchased a new stake in shares of iShares ESG Aware MSCI USA ETF in the 4th quarter worth $29,000. Family Asset Management LLC bought a new position in shares of iShares ESG Aware MSCI USA ETF in the 4th quarter worth $32,000. Finally, Fiduciary Alliance LLC bought a new position in shares of iShares ESG Aware MSCI USA ETF in the 4th quarter worth $34,000.
iShares ESG Aware MSCI USA ETF Stock Performance
NASDAQ:ESGU traded down $0.21 during mid-day trading on Friday, hitting $92.04. 346,935 shares of the company’s stock traded hands, compared to its average volume of 1,658,484. The company has a fifty day moving average of $90.51 and a 200 day moving average of $89.50. iShares ESG Aware MSCI USA ETF has a twelve month low of $77.28 and a twelve month high of $96.41. The company has a market capitalization of $13.69 billion, a P/E ratio of 18.83 and a beta of 1.02.
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.
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