Mount Yale Investment Advisors LLC Grows Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Mount Yale Investment Advisors LLC increased its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 3.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,519 shares of the company’s stock after buying an additional 246 shares during the period. Mount Yale Investment Advisors LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $840,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in ESGU. Marshall Wace LLP acquired a new stake in shares of iShares ESG Aware MSCI USA ETF in the 2nd quarter valued at about $1,084,000. Creative Planning increased its holdings in iShares ESG Aware MSCI USA ETF by 3.3% in the second quarter. Creative Planning now owns 266,093 shares of the company’s stock valued at $31,750,000 after buying an additional 8,581 shares during the last quarter. Magnolia Capital Advisors LLC acquired a new stake in iShares ESG Aware MSCI USA ETF during the second quarter valued at approximately $1,528,000. EP Wealth Advisors LLC lifted its holdings in iShares ESG Aware MSCI USA ETF by 12.4% during the 2nd quarter. EP Wealth Advisors LLC now owns 11,073 shares of the company’s stock worth $1,321,000 after buying an additional 1,223 shares during the last quarter. Finally, Sanctuary Advisors LLC acquired a new position in shares of iShares ESG Aware MSCI USA ETF in the 2nd quarter worth approximately $6,349,000.

iShares ESG Aware MSCI USA ETF Trading Down 1.6 %

ESGU stock opened at $131.73 on Tuesday. The stock’s 50 day simple moving average is $131.30 and its 200 day simple moving average is $126.42. iShares ESG Aware MSCI USA ETF has a 12-month low of $106.30 and a 12-month high of $134.50. The firm has a market cap of $14.07 billion, a P/E 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. Stockholders of record on Tuesday, December 17th were given a $0.408 dividend. The ex-dividend date was Tuesday, December 17th.

iShares ESG Aware MSCI USA ETF Company 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.