Cypress Wealth Services LLC Decreases Stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Cypress Wealth Services LLC reduced its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 27.7% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 69,517 shares of the company’s stock after selling 26,673 shares during the quarter. iShares ESG Aware MSCI USA ETF comprises about 1.9% of Cypress Wealth Services LLC’s investment portfolio, making the stock its 12th biggest position. Cypress Wealth Services LLC owned 0.06% of iShares ESG Aware MSCI USA ETF worth $7,992,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently added to or reduced their stakes in ESGU. FMR LLC grew its stake in shares of iShares ESG Aware MSCI USA ETF by 20.6% during the third quarter. FMR LLC now owns 42,958 shares of the company’s stock valued at $4,034,000 after buying an additional 7,335 shares during the last quarter. Trexquant Investment LP grew its stake in shares of iShares ESG Aware MSCI USA ETF by 232.9% during the third quarter. Trexquant Investment LP now owns 18,171 shares of the company’s stock valued at $1,706,000 after buying an additional 12,712 shares during the last quarter. Morningstar Investment Services LLC grew its stake in shares of iShares ESG Aware MSCI USA ETF by 187.5% during the third quarter. Morningstar Investment Services LLC now owns 10,936 shares of the company’s stock valued at $1,029,000 after buying an additional 7,132 shares during the last quarter. Gallagher Fiduciary Advisors LLC bought a new position in shares of iShares ESG Aware MSCI USA ETF during the third quarter valued at approximately $203,000. Finally, Axxcess Wealth Management LLC bought a new position in shares of iShares ESG Aware MSCI USA ETF during the third quarter valued at approximately $1,649,000.

iShares ESG Aware MSCI USA ETF Price Performance

Shares of ESGU traded up $0.02 during mid-day trading on Friday, reaching $119.76. 416,784 shares of the company’s stock traded hands, compared to its average volume of 905,895. The stock has a market cap of $13.23 billion, a P/E ratio of 25.85 and a beta of 1.02. The stock’s 50-day moving average is $115.51 and its two-hundred day moving average is $111.34. iShares ESG Aware MSCI USA ETF has a 12 month low of $89.69 and a 12 month high of $120.67.

iShares ESG Aware MSCI USA ETF Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, June 17th. Stockholders of record on Tuesday, June 11th were paid a dividend of $0.2916 per share. The ex-dividend date of this dividend was Tuesday, June 11th. This represents a $1.17 dividend on an annualized basis and a dividend yield of 0.97%.

About iShares ESG Aware MSCI USA ETF

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.