Institute for Wealth Management LLC. Acquires 3,224 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Posted by Don Miller on Jan 31st, 2025

Institute for Wealth Management LLC. lifted its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 6.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 50,689 shares of the company’s stock after purchasing an additional 3,224 shares during the period. iShares ESG Aware MSCI USA ETF accounts for approximately 0.8% of Institute for Wealth Management LLC.’s holdings, making the stock its 16th largest holding. Institute for Wealth Management LLC.’s holdings in iShares ESG Aware MSCI USA ETF were worth $6,530,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Future Financial Wealth Managment LLC acquired a new stake in iShares ESG Aware MSCI USA ETF during the 3rd quarter worth $38,000. Howe & Rusling Inc. bought a new stake in shares of iShares ESG Aware MSCI USA ETF in the third quarter worth about $47,000. GAMMA Investing LLC acquired a new stake in shares of iShares ESG Aware MSCI USA ETF during the third quarter worth about $59,000. Synergy Asset Management LLC bought a new position in shares of iShares ESG Aware MSCI USA ETF during the 4th quarter valued at about $62,000. Finally, Highline Wealth Partners LLC acquired a new position in shares of iShares ESG Aware MSCI USA ETF in the 3rd quarter valued at approximately $81,000.

iShares ESG Aware MSCI USA ETF Stock Performance

NASDAQ ESGU opened at $133.01 on Friday. The stock has a market cap of $14.27 billion, a price-to-earnings ratio of 25.85 and a beta of 1.02. The business has a 50 day simple moving average of $131.46 and a 200 day simple moving average of $126.60. iShares ESG Aware MSCI USA ETF has a 52-week low of $106.30 and a 52-week high of $134.50.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The business also recently disclosed a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were issued a dividend of $0.408 per share. The ex-dividend date was Tuesday, December 17th.

iShares ESG Aware MSCI USA ETF Company Profile

(Free Report)

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.