Michael A. Dubis Financial Planning LLC Invests $207,000 in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Michael A. Dubis Financial Planning LLC acquired a new stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 1,605 shares of the company’s stock, valued at approximately $207,000.

Other large investors have also recently added to or reduced their stakes in the company. Avior Wealth Management LLC raised its position in iShares ESG Aware MSCI USA ETF by 18.0% in the 4th quarter. Avior Wealth Management LLC now owns 968 shares of the company’s stock valued at $125,000 after purchasing an additional 148 shares in the last quarter. Lodestar Private Asset Management LLC raised its holdings in iShares ESG Aware MSCI USA ETF by 5.4% in the fourth quarter. Lodestar Private Asset Management LLC now owns 2,016 shares of the company’s stock valued at $260,000 after acquiring an additional 103 shares in the last quarter. IFP Advisors Inc lifted its stake in iShares ESG Aware MSCI USA ETF by 5.2% in the fourth quarter. IFP Advisors Inc now owns 5,673 shares of the company’s stock worth $731,000 after acquiring an additional 279 shares during the last quarter. Strategic Financial Concepts LLC acquired a new position in iShares ESG Aware MSCI USA ETF during the 4th quarter worth approximately $302,000. Finally, Ridgeline Wealth LLC acquired a new position in iShares ESG Aware MSCI USA ETF during the 4th quarter worth approximately $3,403,000.

iShares ESG Aware MSCI USA ETF Trading Down 2.0 %

Shares of ESGU opened at $121.22 on Friday. The firm’s fifty day simple moving average is $128.90 and its 200-day simple moving average is $128.82. The firm has a market capitalization of $13.01 billion, a price-to-earnings ratio of 25.16 and a beta of 1.02. iShares ESG Aware MSCI USA ETF has a twelve month low of $108.40 and a twelve month high of $134.50.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently declared a dividend, which was paid on Friday, March 21st. Shareholders of record on Tuesday, March 18th were issued a dividend of $0.3282 per share. The ex-dividend date was Tuesday, March 18th.

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.