Fingerlakes Wealth Management Inc. Sells 739 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Fingerlakes Wealth Management Inc. trimmed its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 3.3% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 21,767 shares of the company’s stock after selling 739 shares during the quarter. iShares ESG Aware MSCI USA ETF accounts for about 2.3% of Fingerlakes Wealth Management Inc.’s holdings, making the stock its 11th largest position. Fingerlakes Wealth Management Inc.’s holdings in iShares ESG Aware MSCI USA ETF were worth $2,597,000 as of its most recent filing with the SEC.

Other institutional investors have also added to or reduced their stakes in the company. Parallel Advisors LLC boosted its holdings in iShares ESG Aware MSCI USA ETF by 168.4% in the 4th quarter. Parallel Advisors LLC now owns 39,019 shares of the company’s stock valued at $4,094,000 after purchasing an additional 24,484 shares during the period. Sand Hill Global Advisors LLC grew its position in iShares ESG Aware MSCI USA ETF by 1.5% during the fourth quarter. Sand Hill Global Advisors LLC now owns 165,239 shares of the company’s stock worth $17,337,000 after buying an additional 2,513 shares in the last quarter. Summit X LLC grew its position in iShares ESG Aware MSCI USA ETF by 0.5% during the fourth quarter. Summit X LLC now owns 65,126 shares of the company’s stock worth $6,833,000 after buying an additional 305 shares in the last quarter. Fiduciary Trust Co raised its holdings in shares of iShares ESG Aware MSCI USA ETF by 12.9% in the 4th quarter. Fiduciary Trust Co now owns 451,686 shares of the company’s stock valued at $47,391,000 after acquiring an additional 51,564 shares in the last quarter. Finally, Corient Private Wealth LLC grew its holdings in shares of iShares ESG Aware MSCI USA ETF by 8.0% during the fourth quarter. Corient Private Wealth LLC now owns 93,142 shares of the company’s stock worth $9,772,000 after purchasing an additional 6,906 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Price Performance

Shares of ESGU opened at $121.79 on Thursday. iShares ESG Aware MSCI USA ETF has a 1-year low of $89.69 and a 1-year high of $124.11. The company has a market capitalization of $12.91 billion, a P/E ratio of 25.85 and a beta of 1.02. The firm’s 50 day simple moving average is $120.63 and its 200 day simple moving average is $116.74.

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.