iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) is McClarren Financial Advisors Inc.’s 4th Largest Position

McClarren Financial Advisors Inc. raised its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 84.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,183 shares of the company’s stock after purchasing an additional 3,279 shares during the quarter. iShares ESG Aware MSCI USA ETF accounts for approximately 2.5% of McClarren Financial Advisors Inc.’s portfolio, making the stock its 4th largest holding. McClarren Financial Advisors Inc.’s holdings in iShares ESG Aware MSCI USA ETF were worth $925,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of ESGU. Clearview Wealth Advisors LLC lifted its position in iShares ESG Aware MSCI USA ETF by 0.7% during the fourth quarter. Clearview Wealth Advisors LLC now owns 12,072 shares of the company’s stock valued at $1,555,000 after buying an additional 82 shares in the last quarter. Single Point Partners LLC raised its stake in shares of iShares ESG Aware MSCI USA ETF by 3.5% in the 4th quarter. Single Point Partners LLC now owns 2,525 shares of the company’s stock valued at $325,000 after acquiring an additional 85 shares during the period. Brooklyn FI LLC lifted its holdings in shares of iShares ESG Aware MSCI USA ETF by 0.8% during the 3rd 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 in the last quarter. Swmg LLC boosted its position in 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 worth $233,000 after purchasing an additional 98 shares during the period. Finally, Lodestar Private Asset Management LLC increased its holdings in iShares ESG Aware MSCI USA ETF by 5.4% in the 4th quarter. Lodestar Private Asset Management LLC now owns 2,016 shares of the company’s stock valued at $260,000 after purchasing an additional 103 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Price Performance

Shares of ESGU opened at $132.17 on Thursday. iShares ESG Aware MSCI USA ETF has a 12 month low of $108.02 and a 12 month high of $134.50. The stock’s 50-day moving average is $131.52 and its two-hundred day moving average is $127.36. The stock has a market cap of $14.18 billion, a PE 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 issued 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.