Litman Gregory Wealth Management LLC Sells 236 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Litman Gregory Wealth Management LLC lessened its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 6.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,397 shares of the company’s stock after selling 236 shares during the period. Litman Gregory Wealth Management LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $356,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. Opes Wealth Management LLC boosted its stake in shares of iShares ESG Aware MSCI USA ETF by 40.8% in the fourth quarter. Opes Wealth Management LLC now owns 15,501 shares of the company’s stock valued at $1,626,000 after buying an additional 4,492 shares during the period. Western Wealth Management LLC increased its holdings in shares of iShares ESG Aware MSCI USA ETF by 59.2% during the fourth quarter. Western Wealth Management LLC now owns 5,243 shares of the company’s stock worth $550,000 after buying an additional 1,949 shares in the last quarter. HF Advisory Group LLC increased its holdings in shares of iShares ESG Aware MSCI USA ETF by 5.4% during the fourth quarter. HF Advisory Group LLC now owns 15,155 shares of the company’s stock worth $1,590,000 after buying an additional 770 shares in the last quarter. Stone House Investment Management LLC increased its holdings in shares of iShares ESG Aware MSCI USA ETF by 10.8% during the fourth quarter. Stone House Investment Management LLC now owns 3,661 shares of the company’s stock worth $384,000 after buying an additional 357 shares in the last quarter. Finally, TRUE Private Wealth Advisors increased its holdings in shares of iShares ESG Aware MSCI USA ETF by 25.7% during the fourth quarter. TRUE Private Wealth Advisors now owns 10,918 shares of the company’s stock worth $1,145,000 after buying an additional 2,234 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Stock Down 0.8 %

Shares of NASDAQ:ESGU traded down $0.89 during trading on Friday, hitting $108.69. 456,687 shares of the company were exchanged, compared to its average volume of 912,071. The business’s 50 day moving average is $112.32 and its 200-day moving average is $104.76. The company has a market capitalization of $12.05 billion, a P/E ratio of 18.83 and a beta of 1.02. iShares ESG Aware MSCI USA ETF has a 1-year low of $88.86 and a 1-year high of $115.29.

iShares ESG Aware MSCI USA ETF Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, March 27th. Investors of record on Friday, March 22nd were issued a $0.3842 dividend. The ex-dividend date of this dividend was Thursday, March 21st. This represents a $1.54 dividend on an annualized basis and a yield of 1.41%.

About iShares ESG Aware MSCI USA ETF

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.