Wealth Architects LLC Buys 106 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Wealth Architects LLC boosted its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 0.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 45,994 shares of the company’s stock after purchasing an additional 106 shares during the quarter. iShares ESG Aware MSCI USA ETF comprises about 0.7% of Wealth Architects LLC’s investment portfolio, making the stock its 29th largest holding. Wealth Architects LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $5,925,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently added to or reduced their stakes in the company. Avior Wealth Management LLC boosted its position in shares of iShares ESG Aware MSCI USA ETF by 18.0% during the fourth quarter. Avior Wealth Management LLC now owns 968 shares of the company’s stock worth $125,000 after purchasing an additional 148 shares in the last quarter. Lodestar Private Asset Management LLC lifted its holdings in iShares ESG Aware MSCI USA ETF by 5.4% during the fourth quarter. Lodestar Private Asset Management LLC now owns 2,016 shares of the company’s stock worth $260,000 after acquiring an additional 103 shares in the last quarter. Strategic Financial Concepts LLC acquired a new position in iShares ESG Aware MSCI USA ETF in the fourth quarter valued at about $302,000. Cerity Partners LLC grew its stake in iShares ESG Aware MSCI USA ETF by 2.5% in the third quarter. Cerity Partners LLC now owns 57,479 shares of the company’s stock valued at $7,253,000 after acquiring an additional 1,398 shares during the period. Finally, Ridgeline Wealth LLC bought a new stake in shares of iShares ESG Aware MSCI USA ETF in the fourth quarter worth about $3,403,000.

iShares ESG Aware MSCI USA ETF Price Performance

NASDAQ:ESGU opened at $122.83 on Monday. The business’s 50-day simple moving average is $130.10 and its 200-day simple moving average is $128.77. iShares ESG Aware MSCI USA ETF has a fifty-two week low of $108.40 and a fifty-two week high of $134.50. The stock has a market capitalization of $13.18 billion, a PE ratio of 27.09 and a beta of 1.02.

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.