Heritage Family Offices LLP Lowers Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Heritage Family Offices LLP trimmed its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 5.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,329 shares of the company’s stock after selling 349 shares during the quarter. Heritage Family Offices LLP’s holdings in iShares ESG Aware MSCI USA ETF were worth $799,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Rothschild Investment LLC acquired a new stake in iShares ESG Aware MSCI USA ETF during the second quarter valued at $35,000. Unique Wealth Strategies LLC purchased a new stake in shares of iShares ESG Aware MSCI USA ETF during the 2nd quarter worth about $34,000. Future Financial Wealth Managment LLC acquired a new stake in shares of iShares ESG Aware MSCI USA ETF during the 1st quarter valued at about $35,000. Hobbs Group Advisors LLC purchased a new position in shares of iShares ESG Aware MSCI USA ETF in the 2nd quarter valued at about $49,000. Finally, Harbor Investment Advisory LLC raised its holdings in iShares ESG Aware MSCI USA ETF by 33.2% in the 1st quarter. Harbor Investment Advisory LLC now owns 417 shares of the company’s stock worth $48,000 after purchasing an additional 104 shares during the period.

iShares ESG Aware MSCI USA ETF Trading Up 0.4 %

Shares of ESGU opened at $127.99 on Thursday. The firm has a market cap of $13.62 billion, a P/E ratio of 25.85 and a beta of 1.02. iShares ESG Aware MSCI USA ETF has a 12 month low of $89.69 and a 12 month high of $128.65. The stock’s 50 day moving average is $123.38 and its two-hundred day moving average is $118.91.

iShares ESG Aware MSCI USA ETF Announces Dividend

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

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.