Journey Strategic Wealth LLC Has $31.77 Million Stock Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Journey Strategic Wealth LLC increased its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 9.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 246,594 shares of the company’s stock after acquiring an additional 21,119 shares during the quarter. iShares ESG Aware MSCI USA ETF makes up about 1.2% of Journey Strategic Wealth LLC’s holdings, making the stock its 6th largest position. Journey Strategic Wealth LLC owned about 0.23% of iShares ESG Aware MSCI USA ETF worth $31,766,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Clearview Wealth Advisors LLC raised its stake in shares of iShares ESG Aware MSCI USA ETF by 0.7% during the 4th quarter. Clearview Wealth Advisors LLC now owns 12,072 shares of the company’s stock worth $1,555,000 after purchasing an additional 82 shares during the period. Brooklyn FI LLC boosted its stake in iShares ESG Aware MSCI USA ETF by 0.8% in the third quarter. Brooklyn FI LLC now owns 10,395 shares of the company’s stock valued at $1,312,000 after acquiring an additional 87 shares during the last quarter. Swmg LLC grew its position in shares of iShares ESG Aware MSCI USA ETF by 5.8% during the 3rd quarter. Swmg LLC now owns 1,774 shares of the company’s stock valued at $233,000 after acquiring an additional 98 shares during the period. Chicago Partners Investment Group LLC increased its stake in shares of iShares ESG Aware MSCI USA ETF by 0.9% during the 4th quarter. Chicago Partners Investment Group LLC now owns 11,784 shares of the company’s stock worth $1,528,000 after purchasing an additional 108 shares during the last quarter. Finally, Hutchens & Kramer Investment Management Group LLC raised its holdings in shares of iShares ESG Aware MSCI USA ETF by 4.4% in the 4th quarter. Hutchens & Kramer Investment Management Group LLC now owns 2,608 shares of the company’s stock worth $336,000 after purchasing an additional 111 shares during the period.

iShares ESG Aware MSCI USA ETF Trading Down 0.6 %

Shares of NASDAQ ESGU opened at $132.26 on Friday. The stock has a fifty day simple moving average of $131.52 and a two-hundred day simple moving average of $126.73. iShares ESG Aware MSCI USA ETF has a 1-year low of $106.30 and a 1-year high of $134.50. The firm has a market cap of $14.19 billion, a price-to-earnings ratio of 25.85 and a beta of 1.02.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company also recently declared a dividend, which was paid on Friday, December 20th. Stockholders 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.

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.