Icon Wealth Advisors LLC Decreases Stock Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Icon Wealth Advisors LLC lowered its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 1.0% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 62,178 shares of the company’s stock after selling 655 shares during the period. iShares ESG Aware MSCI USA ETF comprises about 0.7% of Icon Wealth Advisors LLC’s investment portfolio, making the stock its 29th biggest holding. Icon Wealth Advisors LLC owned approximately 0.06% of iShares ESG Aware MSCI USA ETF worth $7,846,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of ESGU. O Shaughnessy Asset Management LLC grew its holdings in iShares ESG Aware MSCI USA ETF by 16.2% in the first quarter. O Shaughnessy Asset Management LLC now owns 776 shares of the company’s stock worth $89,000 after purchasing an additional 108 shares during the period. Cetera Investment Advisers increased its position in iShares ESG Aware MSCI USA ETF by 22.1% during the 1st quarter. Cetera Investment Advisers now owns 476,189 shares of the company’s stock valued at $54,743,000 after buying an additional 86,339 shares in the last quarter. Moller Wealth Partners purchased a new position in iShares ESG Aware MSCI USA ETF during the second quarter valued at $203,000. Sugarloaf Wealth Management LLC boosted its holdings in iShares ESG Aware MSCI USA ETF by 59.2% in the second quarter. Sugarloaf Wealth Management LLC now owns 1,353 shares of the company’s stock worth $161,000 after acquiring an additional 503 shares in the last quarter. Finally, IMPACTfolio LLC grew its stake in shares of iShares ESG Aware MSCI USA ETF by 3.0% in the second quarter. IMPACTfolio LLC now owns 269,776 shares of the company’s stock worth $32,190,000 after acquiring an additional 7,794 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Price Performance

Shares of NASDAQ:ESGU opened at $131.84 on Friday. The business has a fifty day moving average price of $127.99 and a 200-day moving average price of $122.52. The company has a market capitalization of $14.01 billion, a PE ratio of 25.85 and a beta of 1.02. iShares ESG Aware MSCI USA ETF has a 1-year low of $99.69 and a 1-year high of $132.50.

iShares ESG Aware MSCI USA ETF Dividend Announcement

The company also recently announced a dividend, which was paid on Monday, September 30th. Shareholders of record on Wednesday, September 25th were issued a $0.4387 dividend. The ex-dividend date of this dividend was Wednesday, September 25th.

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.