Creative Financial Designs Inc. ADV Sells 177 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Posted by Donald Scott on Mar 20th, 2025

Creative Financial Designs Inc. ADV lowered its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 9.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,717 shares of the company’s stock after selling 177 shares during the quarter. Creative Financial Designs Inc. ADV’s holdings in iShares ESG Aware MSCI USA ETF were worth $221,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Compass Financial Services Inc bought a new position in iShares ESG Aware MSCI USA ETF in the 4th quarter valued at approximately $34,000. Centerpoint Advisors LLC raised its holdings in iShares ESG Aware MSCI USA ETF by 42.2% in the 4th quarter. Centerpoint Advisors LLC now owns 266 shares of the company’s stock valued at $34,000 after buying an additional 79 shares during the last quarter. Mainstream Capital Management LLC bought a new position in iShares ESG Aware MSCI USA ETF in the 4th quarter valued at approximately $35,000. Howe & Rusling Inc. bought a new position in iShares ESG Aware MSCI USA ETF in the 3rd quarter valued at approximately $47,000. Finally, Motco bought a new position in iShares ESG Aware MSCI USA ETF in the 4th quarter valued at approximately $50,000.

iShares ESG Aware MSCI USA ETF Price Performance

Shares of NASDAQ ESGU opened at $123.41 on Thursday. The company has a 50 day simple moving average of $129.69 and a 200 day simple moving average of $128.73. The firm has a market cap of $12.92 billion, a PE ratio of 25.16 and a beta of 1.04. iShares ESG Aware MSCI USA ETF has a 1 year low of $108.40 and a 1 year high of $134.50.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently disclosed a dividend, which will be paid on Friday, March 21st. Investors of record on Tuesday, March 18th will be issued a $0.3282 dividend. The ex-dividend date is Tuesday, March 18th.

iShares ESG Aware MSCI USA ETF Profile

(Free Report)

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.