HF Advisory Group LLC Has $16.42 Million Stake in iShares ESG Aware MSCI USA ETF $ESGU

HF Advisory Group LLC raised its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 450.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 110,237 shares of the company’s stock after purchasing an additional 90,214 shares during the period. iShares ESG Aware MSCI USA ETF accounts for approximately 0.6% of HF Advisory Group LLC’s investment portfolio, making the stock its 24th biggest position. HF Advisory Group LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $16,423,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Triumph Capital Management acquired a new stake in shares of iShares ESG Aware MSCI USA ETF in the third quarter valued at about $34,000. Caitlin John LLC acquired a new position in shares of iShares ESG Aware MSCI USA ETF in the third quarter worth approximately $36,000. United Financial Planning Group LLC bought a new stake in iShares ESG Aware MSCI USA ETF in the third quarter valued at approximately $39,000. Addison Advisors LLC acquired a new stake in iShares ESG Aware MSCI USA ETF during the 3rd quarter valued at approximately $60,000. Finally, Fortitude Family Office LLC increased its position in iShares ESG Aware MSCI USA ETF by 49.5% during the 3rd quarter. Fortitude Family Office LLC now owns 441 shares of the company’s stock valued at $64,000 after purchasing an additional 146 shares during the period.

iShares ESG Aware MSCI USA ETF Stock Performance

iShares ESG Aware MSCI USA ETF stock opened at $142.44 on Thursday. The firm has a market cap of $14.96 billion, a price-to-earnings ratio of 25.34 and a beta of 1.03. iShares ESG Aware MSCI USA ETF has a 52-week low of $105.18 and a 52-week high of $152.31. The firm has a 50 day moving average price of $147.20 and a two-hundred day moving average price of $147.65.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, March 20th. Investors of record on Tuesday, March 17th were paid a dividend of $0.3698 per share. This represents a $1.48 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend was Tuesday, March 17th.

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.