Summit Wealth Group LLC Buys 710 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Posted by Frank Smitson on Nov 19th, 2024

Summit Wealth Group LLC boosted its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 1.6% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 44,757 shares of the company’s stock after buying an additional 710 shares during the quarter. iShares ESG Aware MSCI USA ETF accounts for 1.6% of Summit Wealth Group LLC’s investment portfolio, making the stock its 17th biggest holding. Summit Wealth Group LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $5,647,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. TIAA Trust National Association increased its position in iShares ESG Aware MSCI USA ETF by 15.4% during the 2nd quarter. TIAA Trust National Association now owns 5,291,135 shares of the company’s stock worth $633,274,000 after buying an additional 707,159 shares during the period. Cetera Investment Advisers raised its position in shares of iShares ESG Aware MSCI USA ETF by 22.1% during the first quarter. Cetera Investment Advisers now owns 476,189 shares of the company’s stock worth $54,743,000 after acquiring an additional 86,339 shares during the last quarter. IMPACTfolio LLC raised its position in shares of iShares ESG Aware MSCI USA ETF by 2.7% in the 3rd quarter. IMPACTfolio LLC now owns 277,161 shares of the company’s stock worth $34,972,000 after acquiring an additional 7,385 shares in the last quarter. Creative Planning increased its stake in iShares ESG Aware MSCI USA ETF by 3.3% in the second quarter. Creative Planning now owns 266,093 shares of the company’s stock valued at $31,750,000 after purchasing an additional 8,581 shares in the last quarter. Finally, Toronto Dominion Bank acquired a new position in iShares ESG Aware MSCI USA ETF during the first quarter worth $27,935,000.

iShares ESG Aware MSCI USA ETF Stock Up 0.4 %

ESGU stock opened at $129.43 on Tuesday. iShares ESG Aware MSCI USA ETF has a twelve month low of $98.92 and a twelve month high of $132.12. The firm has a market capitalization of $13.76 billion, a PE ratio of 25.85 and a beta of 1.02. The stock’s 50 day moving average is $126.53 and its 200-day moving average is $121.53.

iShares ESG Aware MSCI USA ETF Dividend Announcement

The business also recently announced a dividend, which was paid on Monday, September 30th. Shareholders of record on Wednesday, September 25th were paid a $0.4387 dividend. The ex-dividend date was Wednesday, September 25th.

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.