Legacy Financial Advisors Inc. Has $1.19 Million Stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)


Share on StockTwits

Legacy Financial Advisors Inc. trimmed its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 2.8% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,046 shares of the company’s stock after selling 372 shares during the period. iShares ESG Aware MSCI USA ETF accounts for approximately 0.3% of Legacy Financial Advisors Inc.’s holdings, making the stock its 24th largest holding. Legacy Financial Advisors Inc.’s holdings in iShares ESG Aware MSCI USA ETF were worth $1,185,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Allworth Financial LP acquired a new stake in iShares ESG Aware MSCI USA ETF during the 4th quarter valued at $25,000. Merrion Investment Management Co LLC acquired a new stake in shares of iShares ESG Aware MSCI USA ETF in the 4th quarter valued at $29,000. Iron Horse Wealth Management LLC bought a new position in shares of iShares ESG Aware MSCI USA ETF in the 4th quarter worth $30,000. Community Bank N.A. boosted its position in shares of iShares ESG Aware MSCI USA ETF by 49.4% in the 4th quarter. Community Bank N.A. now owns 363 shares of the company’s stock worth $31,000 after purchasing an additional 120 shares during the last quarter. Finally, Hoover Financial Advisors Inc. bought a new position in shares of iShares ESG Aware MSCI USA ETF in the 4th quarter worth $34,000.

ESGU stock opened at $95.75 on Tuesday. The business’s 50-day moving average price is $93.10 and its two-hundred day moving average price is $88.13. iShares ESG Aware MSCI USA ETF has a 1-year low of $62.26 and a 1-year high of $96.59.

Recommended Story: Benefits of owning preferred stock

Want to see what other hedge funds are holding ESGU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU).

Institutional Ownership by Quarter for iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Receive News & Ratings for iShares ESG Aware MSCI USA ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares ESG Aware MSCI USA ETF and related companies with MarketBeat.com's FREE daily email newsletter.