Simplicity Wealth LLC Has $1.72 Million Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Simplicity Wealth LLC boosted its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGUFree Report) by 29.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 16,377 shares of the company’s stock after acquiring an additional 3,738 shares during the quarter. iShares ESG Aware MSCI USA ETF accounts for about 0.7% of Simplicity Wealth LLC’s investment portfolio, making the stock its 29th largest holding. Simplicity Wealth LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $1,718,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of ESGU. TIAA Trust National Association acquired a new stake in iShares ESG Aware MSCI USA ETF during the 3rd quarter worth about $428,520,000. International Assets Investment Management LLC acquired a new stake in iShares ESG Aware MSCI USA ETF during the 4th quarter worth about $232,218,000. Envestnet Portfolio Solutions Inc. acquired a new stake in iShares ESG Aware MSCI USA ETF during the 3rd quarter worth about $166,970,000. Sumitomo Mitsui Financial Group Inc. acquired a new stake in shares of iShares ESG Aware MSCI USA ETF during the 3rd quarter valued at about $100,202,000. Finally, Financial Gravity Asset Management Inc. lifted its holdings in shares of iShares ESG Aware MSCI USA ETF by 1,045.1% during the 3rd quarter. Financial Gravity Asset Management Inc. now owns 1,027,102 shares of the company’s stock valued at $96,455,000 after buying an additional 937,404 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Stock Performance

Shares of iShares ESG Aware MSCI USA ETF stock traded down $1.64 during trading on Friday, hitting $112.12. 690,309 shares of the stock traded hands, compared to its average volume of 919,337. The stock has a market cap of $12.41 billion, a P/E ratio of 18.83 and a beta of 1.02. iShares ESG Aware MSCI USA ETF has a twelve month low of $88.86 and a twelve month high of $115.29. The company has a fifty day moving average price of $112.27 and a two-hundred day moving average price of $104.20.

iShares ESG Aware MSCI USA ETF Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, March 27th. Stockholders of record on Friday, March 22nd were issued a dividend of $0.3842 per share. The ex-dividend date was Thursday, March 21st. This represents a $1.54 annualized dividend and a dividend yield of 1.37%.

iShares ESG Aware MSCI USA ETF Company 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.

Further Reading

Institutional Ownership by Quarter for iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Receive News & Ratings for iShares ESG Aware MSCI USA ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares ESG Aware MSCI USA ETF and related companies with MarketBeat.com's FREE daily email newsletter.