ERTS Wealth Advisors LLC Boosts Holdings in iShares MSCI USA ESG Optimized ETF (NASDAQ:ESGU)

ERTS Wealth Advisors LLC increased its holdings in iShares MSCI USA ESG Optimized ETF (NASDAQ:ESGU) by 316.4% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,331 shares of the company’s stock after buying an additional 2,531 shares during the quarter. ERTS Wealth Advisors LLC’s holdings in iShares MSCI USA ESG Optimized ETF were worth $215,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. North American Management Corp boosted its holdings in shares of iShares MSCI USA ESG Optimized ETF by 1.7% in the second quarter. North American Management Corp now owns 10,770 shares of the company’s stock worth $695,000 after buying an additional 175 shares during the last quarter. Private Ocean LLC lifted its holdings in iShares MSCI USA ESG Optimized ETF by 0.4% during the second quarter. Private Ocean LLC now owns 55,786 shares of the company’s stock valued at $3,599,000 after purchasing an additional 217 shares in the last quarter. Signature Estate & Investment Advisors LLC lifted its holdings in iShares MSCI USA ESG Optimized ETF by 6.9% during the second quarter. Signature Estate & Investment Advisors LLC now owns 4,544 shares of the company’s stock valued at $293,000 after purchasing an additional 292 shares in the last quarter. Bigelow Investment Advisors LLC lifted its holdings in iShares MSCI USA ESG Optimized ETF by 8.9% during the second quarter. Bigelow Investment Advisors LLC now owns 5,213 shares of the company’s stock valued at $336,000 after purchasing an additional 427 shares in the last quarter. Finally, Advisor Group Inc. lifted its holdings in iShares MSCI USA ESG Optimized ETF by 314.1% during the second quarter. Advisor Group Inc. now owns 675 shares of the company’s stock valued at $44,000 after purchasing an additional 512 shares in the last quarter.

NASDAQ:ESGU traded down $0.06 during trading hours on Friday, hitting $66.28. 4,010 shares of the stock traded hands, compared to its average volume of 40,556. iShares MSCI USA ESG Optimized ETF has a 1 year low of $51.35 and a 1 year high of $66.61. The stock has a 50 day moving average price of $64.45 and a 200 day moving average price of $63.58.

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Institutional Ownership by Quarter for iShares MSCI USA ESG Optimized ETF (NASDAQ:ESGU)

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