Grey Fox Wealth Advisors LLC Boosts Stock Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Grey Fox Wealth Advisors LLC boosted its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 10.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,797 shares of the company’s stock after buying an additional 260 shares during the quarter. Grey Fox Wealth Advisors LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $360,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Compass Financial Services Inc acquired a new position in iShares ESG Aware MSCI USA ETF in the 4th quarter valued at about $34,000. Centerpoint Advisors LLC lifted its stake in iShares ESG Aware MSCI USA ETF by 42.2% during the 4th quarter. Centerpoint Advisors LLC now owns 266 shares of the company’s stock worth $34,000 after acquiring an additional 79 shares in the last quarter. Mainstream Capital Management LLC purchased a new position in shares of iShares ESG Aware MSCI USA ETF in the fourth quarter valued at approximately $35,000. Howe & Rusling Inc. purchased a new stake in iShares ESG Aware MSCI USA ETF during the 3rd quarter worth approximately $47,000. Finally, Motco purchased a new position in iShares ESG Aware MSCI USA ETF in the 4th quarter valued at approximately $50,000.

iShares ESG Aware MSCI USA ETF Trading Up 1.1 %

Shares of NASDAQ ESGU opened at $123.41 on Thursday. The stock has a market cap of $12.92 billion, a P/E ratio of 25.16 and a beta of 1.04. The business’s fifty day simple moving average is $129.69 and its 200-day simple moving average is $128.73. iShares ESG Aware MSCI USA ETF has a 12-month low of $108.40 and a 12-month high of $134.50.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently declared a dividend, which will be paid on Friday, March 21st. Shareholders 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.