Sovereign Financial Group Inc. Has $1.05 Million Stock Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Sovereign Financial Group Inc. trimmed its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 9.1% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 10,028 shares of the company’s stock after selling 1,007 shares during the period. Sovereign Financial Group Inc.’s holdings in iShares ESG Aware MSCI USA ETF were worth $1,052,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. CVA Family Office LLC purchased a new stake in shares of iShares ESG Aware MSCI USA ETF in the fourth quarter worth approximately $27,000. Parkside Financial Bank & Trust purchased a new stake in shares of iShares ESG Aware MSCI USA ETF during the fourth quarter worth $27,000. Harbor Investment Advisory LLC boosted its position in iShares ESG Aware MSCI USA ETF by 120.4% during the fourth quarter. Harbor Investment Advisory LLC now owns 313 shares of the company’s stock valued at $33,000 after purchasing an additional 171 shares during the last quarter. Tennessee Valley Asset Management Partners purchased a new position in iShares ESG Aware MSCI USA ETF in the fourth quarter valued at about $55,000. Finally, Balentine LLC purchased a new stake in shares of iShares ESG Aware MSCI USA ETF during the 3rd quarter worth about $82,000.

iShares ESG Aware MSCI USA ETF Stock Performance

Shares of NASDAQ ESGU traded down $0.03 during trading hours on Wednesday, hitting $113.69. The stock had a trading volume of 336,242 shares, compared to its average volume of 893,831. The company has a market capitalization of $12.70 billion, a P/E ratio of 25.85 and a beta of 1.02. The firm’s 50-day moving average price is $112.57 and its two-hundred day moving average price is $106.35. iShares ESG Aware MSCI USA ETF has a 52 week low of $89.69 and a 52 week high of $115.29.

iShares ESG Aware MSCI USA ETF Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, March 27th. Investors of record on Friday, March 22nd were paid a $0.3842 dividend. This represents a $1.54 annualized dividend and a dividend yield of 1.35%. The ex-dividend date was Thursday, March 21st.

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.