Oregon Pacific Wealth Management LLC Takes $320,000 Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Posted by Paula Ricardo on Feb 3rd, 2025

Oregon Pacific Wealth Management LLC bought a new stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 2,485 shares of the company’s stock, valued at approximately $320,000.

Other institutional investors also recently modified their holdings of the company. Future Financial Wealth Managment LLC bought a new stake in shares of iShares ESG Aware MSCI USA ETF in the third quarter valued at about $38,000. Howe & Rusling Inc. bought a new stake in shares of iShares ESG Aware MSCI USA ETF in the third quarter valued at about $47,000. GAMMA Investing LLC acquired a new position in iShares ESG Aware MSCI USA ETF in the third quarter valued at about $59,000. Synergy Asset Management LLC acquired a new position in iShares ESG Aware MSCI USA ETF in the fourth quarter valued at about $62,000. Finally, Highline Wealth Partners LLC acquired a new position in iShares ESG Aware MSCI USA ETF in the third quarter valued at about $81,000.

iShares ESG Aware MSCI USA ETF Stock Down 0.6 %

ESGU stock opened at $132.26 on Monday. The company has a market cap of $14.19 billion, a PE ratio of 25.85 and a beta of 1.02. The business has a 50-day simple moving average of $131.52 and a 200 day simple moving average of $126.73. iShares ESG Aware MSCI USA ETF has a 52 week low of $106.30 and a 52 week high of $134.50.

iShares ESG Aware MSCI USA ETF Cuts Dividend

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

About iShares ESG Aware MSCI USA ETF

(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.