Osborne Partners Capital Management LLC Sells 105 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Posted by Tyrone Williams on Oct 27th, 2024

Osborne Partners Capital Management LLC trimmed its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 2.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,073 shares of the company’s stock after selling 105 shares during the period. Osborne Partners Capital Management LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $514,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Rothschild Investment LLC bought a new stake in shares of iShares ESG Aware MSCI USA ETF during the 2nd quarter worth approximately $35,000. Unique Wealth Strategies LLC bought a new stake in shares of iShares ESG Aware MSCI USA ETF during the 2nd quarter worth approximately $34,000. Future Financial Wealth Managment LLC bought a new stake in shares of iShares ESG Aware MSCI USA ETF during the 3rd quarter worth approximately $38,000. Hobbs Group Advisors LLC bought a new stake in shares of iShares ESG Aware MSCI USA ETF during the 2nd quarter worth approximately $49,000. Finally, GAMMA Investing LLC bought a new stake in shares of iShares ESG Aware MSCI USA ETF during the 3rd quarter worth approximately $59,000.

iShares ESG Aware MSCI USA ETF Stock Performance

Shares of ESGU stock opened at $127.07 on Friday. iShares ESG Aware MSCI USA ETF has a 52-week low of $89.69 and a 52-week high of $128.67. The firm has a market capitalization of $13.51 billion, a P/E ratio of 25.85 and a beta of 1.02. The stock has a 50 day moving average price of $124.60 and a 200 day moving average price of $119.58.

iShares ESG Aware MSCI USA ETF Dividend Announcement

The firm also recently declared a dividend, which was paid on Monday, September 30th. Investors of record on Wednesday, September 25th were paid a dividend of $0.4387 per share. The ex-dividend date was Wednesday, September 25th.

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.