Montecito Bank & Trust Has $3.65 Million Stock Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Posted by Tech Dows on Jan 24th, 2025

Montecito Bank & Trust lowered its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 9.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 28,352 shares of the company’s stock after selling 2,916 shares during the quarter. Montecito Bank & Trust’s holdings in iShares ESG Aware MSCI USA ETF were worth $3,652,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Future Financial Wealth Managment LLC acquired a new position in iShares ESG Aware MSCI USA ETF during the third quarter worth $38,000. Howe & Rusling Inc. bought a new position in shares of iShares ESG Aware MSCI USA ETF in the 3rd quarter valued at about $47,000. GAMMA Investing LLC acquired a new stake in shares of iShares ESG Aware MSCI USA ETF in the third quarter valued at about $59,000. Highline Wealth Partners LLC acquired a new stake in shares of iShares ESG Aware MSCI USA ETF in the third quarter valued at about $81,000. Finally, SG Americas Securities LLC bought a new stake in iShares ESG Aware MSCI USA ETF during the third quarter worth about $102,000.

iShares ESG Aware MSCI USA ETF Stock Up 0.5 %

ESGU stock opened at $134.30 on Friday. The company has a market cap of $14.32 billion, a price-to-earnings ratio of 25.85 and a beta of 1.02. iShares ESG Aware MSCI USA ETF has a twelve month low of $106.30 and a twelve month high of $134.30. The business has a 50 day moving average price of $131.13 and a two-hundred day moving average price of $126.22.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company also recently announced a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were issued a dividend of $0.408 per share. The ex-dividend date of this dividend was Tuesday, December 17th.

About iShares ESG Aware MSCI USA ETF

(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.