Golden State Wealth Management LLC Reduces Stock Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Golden State Wealth Management LLC lessened its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 29.8% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,340 shares of the company’s stock after selling 1,839 shares during the quarter. Golden State Wealth Management LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $529,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Brighton Jones LLC purchased a new position in shares of iShares ESG Aware MSCI USA ETF in the fourth quarter valued at $419,000. Steward Partners Investment Advisory LLC boosted its position in iShares ESG Aware MSCI USA ETF by 17.6% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 21,792 shares of the company’s stock valued at $2,807,000 after buying an additional 3,258 shares during the last quarter. Assetmark Inc. grew its stake in shares of iShares ESG Aware MSCI USA ETF by 10.1% during the fourth quarter. Assetmark Inc. now owns 28,810 shares of the company’s stock valued at $3,711,000 after acquiring an additional 2,638 shares in the last quarter. Raymond James Financial Inc. purchased a new stake in shares of iShares ESG Aware MSCI USA ETF during the fourth quarter worth about $26,200,000. Finally, Welch & Forbes LLC purchased a new stake in shares of iShares ESG Aware MSCI USA ETF during the fourth quarter worth about $240,000.

iShares ESG Aware MSCI USA ETF Stock Performance

Shares of ESGU opened at $136.60 on Friday. iShares ESG Aware MSCI USA ETF has a one year low of $105.18 and a one year high of $136.78. The stock has a 50-day moving average price of $129.10 and a 200 day moving average price of $127.14. The company has a market capitalization of $13.93 billion, a P/E ratio of 25.34 and a beta of 1.02.

iShares ESG Aware MSCI USA ETF Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, June 20th. Investors of record on Monday, June 16th were issued a $0.3229 dividend. The ex-dividend date of this dividend was Monday, June 16th. This is a boost from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.29. This represents a $1.29 annualized dividend and a yield of 0.95%.

iShares ESG Aware MSCI USA ETF Profile

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.