Axxcess Wealth Management LLC Sells 3,651 Shares of iShares ESG Aware MSCI USA ETF $ESGU

Axxcess Wealth Management LLC trimmed its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 20.5% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 14,145 shares of the company’s stock after selling 3,651 shares during the period. Axxcess Wealth Management LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $2,059,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. TIAA Trust National Association lifted its holdings in shares of iShares ESG Aware MSCI USA ETF by 7.4% during the second quarter. TIAA Trust National Association now owns 6,274,672 shares of the company’s stock valued at $843,976,000 after purchasing an additional 433,867 shares in the last quarter. Acorns Advisers LLC raised its position in iShares ESG Aware MSCI USA ETF by 5.2% in the 2nd quarter. Acorns Advisers LLC now owns 2,525,401 shares of the company’s stock worth $341,687,000 after buying an additional 124,793 shares during the last quarter. Wealthfront Advisers LLC raised its position in iShares ESG Aware MSCI USA ETF by 6.8% in the 3rd quarter. Wealthfront Advisers LLC now owns 2,500,888 shares of the company’s stock worth $364,129,000 after buying an additional 158,474 shares during the last quarter. Envestnet Asset Management Inc. lifted its stake in iShares ESG Aware MSCI USA ETF by 24.5% during the 3rd quarter. Envestnet Asset Management Inc. now owns 2,260,765 shares of the company’s stock valued at $329,167,000 after acquiring an additional 444,833 shares during the period. Finally, Northwestern Mutual Wealth Management Co. boosted its holdings in shares of iShares ESG Aware MSCI USA ETF by 4.8% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 950,921 shares of the company’s stock valued at $128,660,000 after acquiring an additional 43,446 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Stock Down 0.2%

Shares of ESGU stock opened at $148.87 on Friday. The company has a 50 day moving average price of $149.87 and a 200-day moving average price of $146.65. 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 market capitalization of $15.65 billion, a PE ratio of 25.34 and a beta of 1.03.

iShares ESG Aware MSCI USA ETF Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, December 19th. Shareholders of record on Tuesday, December 16th were paid a dividend of $0.4554 per share. The ex-dividend date was Tuesday, December 16th. This represents a $1.82 dividend on an annualized basis and a yield of 1.2%. This is a boost from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.37.

iShares ESG Aware MSCI USA ETF Company 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.