Hart & Patterson Financial Group LLC Has $5.28 Million Stock Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Hart & Patterson Financial Group LLC lessened its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 6.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 40,991 shares of the company’s stock after selling 2,750 shares during the period. iShares ESG Aware MSCI USA ETF makes up about 2.6% of Hart & Patterson Financial Group LLC’s investment portfolio, making the stock its 13th biggest holding. Hart & Patterson Financial Group LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $5,280,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in ESGU. Traveka Wealth LLC bought a new position in iShares ESG Aware MSCI USA ETF in the fourth quarter valued at $480,000. Wealth Enhancement Advisory Services LLC lifted its stake in iShares ESG Aware MSCI USA ETF by 4.2% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 213,891 shares of the company’s stock valued at $26,989,000 after purchasing an additional 8,545 shares during the last quarter. International Assets Investment Management LLC acquired a new position in iShares ESG Aware MSCI USA ETF during the fourth quarter worth approximately $416,000. One Wealth Capital Management LLC acquired a new position in shares of iShares ESG Aware MSCI USA ETF during the 4th quarter worth approximately $2,013,000. Finally, Ridgeline Wealth LLC acquired a new stake in shares of iShares ESG Aware MSCI USA ETF during the 4th quarter worth about $3,403,000.

iShares ESG Aware MSCI USA ETF Trading Up 0.2 %

Shares of NASDAQ ESGU opened at $127.94 on Tuesday. The business’s 50 day moving average is $131.03 and its 200-day moving average is $125.73. iShares ESG Aware MSCI USA ETF has a 1-year low of $103.57 and a 1-year high of $134.27. The firm has a market cap of $13.13 billion, a P/E ratio of 25.85 and a beta of 1.02.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently declared a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were paid a $0.408 dividend. The ex-dividend date of this dividend was Tuesday, December 17th.

iShares ESG Aware MSCI USA ETF 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.