Axxcess Wealth Management LLC Purchases 3,370 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Axxcess Wealth Management LLC increased its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 20.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 20,240 shares of the company’s stock after purchasing an additional 3,370 shares during the quarter. Axxcess Wealth Management LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $2,607,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Thrivent Financial for Lutherans lifted its holdings in shares of iShares ESG Aware MSCI USA ETF by 49.0% during the 3rd quarter. Thrivent Financial for Lutherans now owns 43,907 shares of the company’s stock worth $5,541,000 after acquiring an additional 14,432 shares during the period. Vertex Planning Partners LLC boosted its holdings in iShares ESG Aware MSCI USA ETF by 9.3% during the third quarter. Vertex Planning Partners LLC now owns 2,096 shares of the company’s stock valued at $264,000 after purchasing an additional 178 shares in the last quarter. Prospera Financial Services Inc boosted its holdings in iShares ESG Aware MSCI USA ETF by 10.3% during the third quarter. Prospera Financial Services Inc now owns 3,328 shares of the company’s stock valued at $420,000 after purchasing an additional 312 shares in the last quarter. Summit Wealth Group LLC grew its stake in shares of iShares ESG Aware MSCI USA ETF by 1.6% in the 3rd quarter. Summit Wealth Group LLC now owns 44,757 shares of the company’s stock valued at $5,647,000 after purchasing an additional 710 shares during the period. Finally, Howe & Rusling Inc. acquired a new position in shares of iShares ESG Aware MSCI USA ETF in the 3rd quarter worth approximately $47,000.

iShares ESG Aware MSCI USA ETF Price Performance

Shares of ESGU stock opened at $122.11 on Wednesday. The stock’s fifty day simple moving average is $129.81 and its 200 day simple moving average is $128.77. iShares ESG Aware MSCI USA ETF has a one year low of $108.40 and a one year high of $134.50. The firm has a market cap of $13.10 billion, a price-to-earnings ratio of 27.09 and a beta of 1.02.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company also recently announced a dividend, which will be paid on Friday, March 21st. Stockholders of record on Tuesday, March 18th will be paid a $0.3282 dividend. The ex-dividend date of this dividend is 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.