Apella Capital LLC Lowers Stock Position in iShares ESG Aware MSCI USA ETF $ESGU

Apella Capital LLC cut its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 9.8% in the 1st quarter, HoldingsChannel.com reports. The fund owned 71,834 shares of the company’s stock after selling 7,772 shares during the period. Apella Capital LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $11,092,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently made changes to their positions in the business. Bank of America Corp DE boosted its stake in iShares ESG Aware MSCI USA ETF by 3.2% in the third quarter. Bank of America Corp DE now owns 13,489,213 shares of the company’s stock valued at $1,964,029,000 after acquiring an additional 421,048 shares during the last quarter. JPMorgan Chase & Co. raised its stake in shares of iShares ESG Aware MSCI USA ETF by 4.2% in the fourth quarter. JPMorgan Chase & Co. now owns 10,288,654 shares of the company’s stock valued at $1,532,804,000 after buying an additional 411,010 shares during the period. Bank of Nova Scotia purchased a new position in shares of iShares ESG Aware MSCI USA ETF during the 3rd quarter valued at $27,067,000. National Bank of Canada FI lifted its position in shares of iShares ESG Aware MSCI USA ETF by 100.1% during the 3rd quarter. National Bank of Canada FI now owns 363,600 shares of the company’s stock valued at $52,940,000 after buying an additional 181,900 shares during the last quarter. Finally, Axxcess Wealth Management LLC grew its stake in shares of iShares ESG Aware MSCI USA ETF by 1,064.3% during the 4th quarter. Axxcess Wealth Management LLC now owns 164,684 shares of the company’s stock worth $24,535,000 after acquiring an additional 150,539 shares during the period.

iShares ESG Aware MSCI USA ETF Stock Performance

ESGU stock opened at $160.62 on Thursday. The company has a market capitalization of $16.98 billion, a price-to-earnings ratio of 25.34 and a beta of 1.03. iShares ESG Aware MSCI USA ETF has a fifty-two week low of $132.53 and a fifty-two week high of $166.46. The stock has a fifty day moving average of $160.09 and a 200-day moving average of $152.28.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 18th. Shareholders of record on Monday, June 15th were issued a dividend of $0.3431 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $1.37 dividend on an annualized basis and a yield of 0.9%.

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.