Patriot Financial Group Insurance Agency LLC Has $714,000 Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Patriot Financial Group Insurance Agency LLC cut its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 66.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,540 shares of the company’s stock after selling 10,880 shares during the quarter. Patriot Financial Group Insurance Agency LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $714,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Marshall Wace LLP bought a new stake in iShares ESG Aware MSCI USA ETF in the second quarter valued at about $1,084,000. EP Wealth Advisors LLC increased its stake in shares of iShares ESG Aware MSCI USA ETF by 12.4% in the 2nd quarter. EP Wealth Advisors LLC now owns 11,073 shares of the company’s stock valued at $1,321,000 after acquiring an additional 1,223 shares during the last quarter. Sanctuary Advisors LLC bought a new stake in shares of iShares ESG Aware MSCI USA ETF in the 2nd quarter valued at about $6,349,000. IMPACTfolio LLC raised its position in shares of iShares ESG Aware MSCI USA ETF by 2.7% in the 3rd quarter. IMPACTfolio LLC now owns 277,161 shares of the company’s stock valued at $34,972,000 after acquiring an additional 7,385 shares during the period. Finally, SG Americas Securities LLC bought a new position in iShares ESG Aware MSCI USA ETF during the 3rd quarter worth approximately $102,000.

iShares ESG Aware MSCI USA ETF Stock Performance

Shares of NASDAQ:ESGU opened at $132.94 on Wednesday. The company has a 50 day moving average price of $131.35 and a two-hundred day moving average price of $126.49. The company has a market capitalization of $14.20 billion, a PE ratio of 25.85 and a beta of 1.02. 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 company also recently disclosed a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were given a $0.408 dividend. The ex-dividend date was Tuesday, December 17th.

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.