Empirical Financial Services LLC d.b.a. Empirical Wealth Management Raises Stock Holdings in iShares ESG Aware MSCI USA ETF $ESGU

Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 10.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 64,424 shares of the company’s stock after purchasing an additional 6,332 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management owned 0.06% of iShares ESG Aware MSCI USA ETF worth $8,717,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. FSA Wealth Partners Inc. purchased a new stake in iShares ESG Aware MSCI USA ETF in the second quarter worth $337,000. Patriot Financial Group Insurance Agency LLC grew its stake in iShares ESG Aware MSCI USA ETF by 5.0% in the second quarter. Patriot Financial Group Insurance Agency LLC now owns 5,405 shares of the company’s stock worth $731,000 after purchasing an additional 258 shares during the period. Pure Financial Advisors LLC grew its stake in shares of iShares ESG Aware MSCI USA ETF by 51.3% in the second quarter. Pure Financial Advisors LLC now owns 16,295 shares of the company’s stock worth $2,205,000 after acquiring an additional 5,526 shares during the last quarter. Precision Wealth Strategies LLC purchased a new stake in shares of iShares ESG Aware MSCI USA ETF in the second quarter worth $399,000. Finally, Trilogy Capital Inc. grew its stake in shares of iShares ESG Aware MSCI USA ETF by 1.4% in the second quarter. Trilogy Capital Inc. now owns 64,263 shares of the company’s stock worth $8,695,000 after acquiring an additional 889 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Trading Up 0.2%

NASDAQ ESGU opened at $146.44 on Friday. iShares ESG Aware MSCI USA ETF has a 12 month low of $105.18 and a 12 month high of $146.59. The stock has a market cap of $14.83 billion, a P/E ratio of 25.34 and a beta of 1.02. The stock’s fifty day moving average price is $141.52 and its 200-day moving average price is $131.76.

iShares ESG Aware MSCI USA ETF Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, September 19th. Stockholders of record on Tuesday, September 16th were paid a $0.3655 dividend. This is an increase from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.32. This represents a $1.46 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend was Tuesday, September 16th.

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.