Montecito Bank & Trust Has $3.65 Million Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Montecito Bank & Trust trimmed its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 9.3% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 28,352 shares of the company’s stock after selling 2,916 shares during the period. Montecito Bank & Trust’s holdings in iShares ESG Aware MSCI USA ETF were worth $3,652,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Cerity Partners LLC lifted its holdings in 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 purchasing an additional 1,398 shares during the last quarter. Ridgeline Wealth LLC acquired a new stake in shares of iShares ESG Aware MSCI USA ETF during the 4th quarter worth about $3,403,000. Apella Capital LLC boosted its holdings in shares of iShares ESG Aware MSCI USA ETF by 0.6% during the 3rd quarter. Apella Capital LLC now owns 118,315 shares of the company’s stock worth $14,787,000 after buying an additional 715 shares during the period. Magnolia Capital Advisors LLC acquired a new position in iShares ESG Aware MSCI USA ETF in the 2nd quarter valued at about $1,528,000. Finally, Vertex Planning Partners LLC raised its holdings in iShares ESG Aware MSCI USA ETF by 9.3% in the 3rd quarter. Vertex Planning Partners LLC now owns 2,096 shares of the company’s stock valued at $264,000 after acquiring an additional 178 shares during the period.

iShares ESG Aware MSCI USA ETF Stock Up 0.5 %

Shares of NASDAQ:ESGU opened at $134.30 on Friday. iShares ESG Aware MSCI USA ETF has a 12-month low of $106.30 and a 12-month high of $134.30. The business has a 50 day moving average of $131.13 and a 200-day moving average of $126.22. The stock has a market cap of $14.32 billion, a PE 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. Investors of record on Tuesday, December 17th were paid a $0.408 dividend. The ex-dividend date 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.