EverSource Wealth Advisors LLC Lowers Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

EverSource Wealth Advisors LLC trimmed its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 3.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,398 shares of the company’s stock after selling 262 shares during the period. EverSource Wealth Advisors LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $824,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also made changes to their positions in ESGU. Compass Financial Services Inc purchased a new position in shares of iShares ESG Aware MSCI USA ETF in the fourth quarter valued at about $34,000. Centerpoint Advisors LLC lifted its position in shares of iShares ESG Aware MSCI USA ETF by 42.2% in the fourth quarter. Centerpoint Advisors LLC now owns 266 shares of the company’s stock valued at $34,000 after acquiring an additional 79 shares in the last quarter. Mainstream Capital Management LLC purchased a new position in shares of iShares ESG Aware MSCI USA ETF in the fourth quarter valued at about $35,000. Howe & Rusling Inc. purchased a new stake in shares of iShares ESG Aware MSCI USA ETF in the third quarter worth about $47,000. Finally, Motco purchased a new stake in shares of iShares ESG Aware MSCI USA ETF in the fourth quarter worth about $50,000.

iShares ESG Aware MSCI USA ETF Trading Down 1.4 %

NASDAQ:ESGU opened at $120.24 on Friday. The company has a market capitalization of $12.90 billion, a P/E ratio of 27.09 and a beta of 1.02. iShares ESG Aware MSCI USA ETF has a 12 month low of $108.40 and a 12 month high of $134.50. The business’s 50-day moving average is $130.25 and its 200 day moving average is $128.69.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The business also recently disclosed 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 of this dividend was Tuesday, December 17th.

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.