Van Hulzen Asset Management LLC Reduces Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Van Hulzen Asset Management LLC trimmed its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 2.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 89,357 shares of the company’s stock after selling 2,234 shares during the quarter. Van Hulzen Asset Management LLC owned about 0.08% of iShares ESG Aware MSCI USA ETF worth $11,511,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in ESGU. Avior Wealth Management LLC lifted its position in iShares ESG Aware MSCI USA ETF by 18.0% during the fourth quarter. Avior Wealth Management LLC now owns 968 shares of the company’s stock worth $125,000 after buying an additional 148 shares in the last quarter. Lodestar Private Asset Management LLC increased its stake in shares of 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 worth $260,000 after acquiring an additional 103 shares during the last quarter. Strategic Financial Concepts LLC purchased a new position in shares of iShares ESG Aware MSCI USA ETF during the 4th quarter worth $302,000. Cerity Partners LLC boosted its position in shares of iShares ESG Aware MSCI USA ETF by 2.5% during the 3rd quarter. Cerity Partners LLC now owns 57,479 shares of the company’s stock valued at $7,253,000 after acquiring an additional 1,398 shares during the last quarter. Finally, Ridgeline Wealth LLC purchased a new stake in shares of iShares ESG Aware MSCI USA ETF in the fourth quarter valued at about $3,403,000.

iShares ESG Aware MSCI USA ETF Trading Up 2.2 %

iShares ESG Aware MSCI USA ETF stock opened at $122.83 on Friday. The company has a 50-day moving average price of $130.10 and a 200 day moving average price of $128.73. iShares ESG Aware MSCI USA ETF has a 12-month low of $108.40 and a 12-month high of $134.50. The stock has a market cap of $13.18 billion, a P/E ratio of 27.09 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 issued a dividend of $0.408 per share. 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.