Merkkuri Wealth Advisors LLC Sells 3,002 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Merkkuri Wealth Advisors LLC reduced its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 30.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,891 shares of the company’s stock after selling 3,002 shares during the period. Merkkuri Wealth Advisors LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $888,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Cerity Partners LLC raised its stake in iShares ESG Aware MSCI USA ETF by 2.5% in the 3rd quarter. Cerity Partners LLC now owns 57,479 shares of the company’s stock worth $7,253,000 after purchasing an additional 1,398 shares in the last quarter. Ridgeline Wealth LLC acquired a new stake in shares of iShares ESG Aware MSCI USA ETF in the fourth quarter valued at approximately $3,403,000. Apella Capital LLC grew its position in iShares ESG Aware MSCI USA ETF by 0.6% during the third quarter. Apella Capital LLC now owns 118,315 shares of the company’s stock worth $14,787,000 after buying an additional 715 shares in the last quarter. Magnolia Capital Advisors LLC bought a new position in iShares ESG Aware MSCI USA ETF during the 2nd quarter worth $1,528,000. Finally, Vertex Planning Partners LLC raised its holdings in iShares ESG Aware MSCI USA ETF by 9.3% in the 3rd quarter. Vertex Planning Partners LLC now owns 2,096 shares of the company’s stock valued at $264,000 after acquiring an additional 178 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Stock Performance

NASDAQ:ESGU opened at $133.88 on Friday. The company has a market cap of $14.27 billion, a price-to-earnings ratio of 25.85 and a beta of 1.02. The stock has a fifty day moving average price of $131.30 and a 200-day moving average price of $126.36. iShares ESG Aware MSCI USA ETF has a fifty-two week low of $106.30 and a fifty-two week high of $134.50.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company also recently announced a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were issued a $0.408 dividend. The ex-dividend date was Tuesday, December 17th.

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.