Curtis Wealth Management LLC Takes $529,000 Position in iShares ESG Aware MSCI USA ETF $ESGU

Curtis Wealth Management LLC purchased a new stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 3,498 shares of the company’s stock, valued at approximately $529,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of ESGU. Strategic Point Investment Advisors LLC increased its stake in shares of iShares ESG Aware MSCI USA ETF by 0.5% in the 3rd quarter. Strategic Point Investment Advisors LLC now owns 12,840 shares of the company’s stock worth $1,870,000 after purchasing an additional 70 shares in the last quarter. Centerpoint Advisors LLC increased its stake in shares of iShares ESG Aware MSCI USA ETF by 20.4% in the 3rd quarter. Centerpoint Advisors LLC now owns 437 shares of the company’s stock worth $64,000 after purchasing an additional 74 shares in the last quarter. Investors Research Corp increased its stake in shares of iShares ESG Aware MSCI USA ETF by 5.6% in the 4th quarter. Investors Research Corp now owns 1,418 shares of the company’s stock worth $211,000 after purchasing an additional 75 shares in the last quarter. Essex Financial Services Inc. increased its stake in shares of iShares ESG Aware MSCI USA ETF by 3.0% in the 4th quarter. Essex Financial Services Inc. now owns 2,781 shares of the company’s stock worth $414,000 after purchasing an additional 80 shares in the last quarter. Finally, Keystone Financial Services increased its stake in shares of iShares ESG Aware MSCI USA ETF by 1.3% in the 3rd quarter. Keystone Financial Services now owns 6,587 shares of the company’s stock worth $959,000 after purchasing an additional 84 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Price Performance

NASDAQ:ESGU opened at $161.16 on Friday. iShares ESG Aware MSCI USA ETF has a one year low of $129.39 and a one year high of $166.46. The firm has a market capitalization of $17.03 billion, a price-to-earnings ratio of 25.34 and a beta of 1.03. The business has a fifty day moving average price of $155.23 and a 200-day moving average price of $150.89.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, March 20th. Shareholders of record on Tuesday, March 17th were paid a $0.3698 dividend. This represents a $1.48 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date was Tuesday, March 17th.

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.