Valeo Financial Advisors LLC Acquires 4,340 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Posted by Renee Jackson on Oct 12th, 2024

Valeo Financial Advisors LLC boosted its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 11.6% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 41,683 shares of the company’s stock after purchasing an additional 4,340 shares during the quarter. Valeo Financial Advisors LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $5,260,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in ESGU. Clarity Asset Management Inc. bought a new stake in shares of iShares ESG Aware MSCI USA ETF during the fourth quarter valued at approximately $23,446,000. Voisard Asset Management Group Inc. acquired a new position in iShares ESG Aware MSCI USA ETF during the fourth quarter worth $116,000. Able Wealth Management LLC bought a new position in shares of iShares ESG Aware MSCI USA ETF in the fourth quarter valued at $143,000. Adroit Compliance LLC acquired a new position in shares of iShares ESG Aware MSCI USA ETF during the fourth quarter valued at about $4,822,000. Finally, Scarborough Advisors LLC bought a new stake in shares of iShares ESG Aware MSCI USA ETF during the fourth quarter worth about $550,000.

iShares ESG Aware MSCI USA ETF Stock Performance

ESGU stock opened at $127.39 on Friday. The business has a 50-day simple moving average of $122.33 and a two-hundred day simple moving average of $118.51. iShares ESG Aware MSCI USA ETF has a 52-week low of $89.69 and a 52-week high of $127.55. The company has a market capitalization of $13.53 billion, a P/E ratio of 25.85 and a beta of 1.02.

iShares ESG Aware MSCI USA ETF Announces Dividend

The firm also recently declared a dividend, which was paid on Monday, September 30th. Investors of record on Wednesday, September 25th were issued a dividend of $0.4387 per share. The ex-dividend date of this dividend was Wednesday, September 25th.

iShares ESG Aware MSCI USA ETF Company Profile

(Free Report)

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.