iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) Position Increased by Mount Yale Investment Advisors LLC

Posted by Scott Moore on Jan 28th, 2025

Mount Yale Investment Advisors LLC increased its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 3.9% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 6,519 shares of the company’s stock after acquiring an additional 246 shares during the period. Mount Yale Investment Advisors LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $840,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently added to or reduced their stakes in the company. Marshall Wace LLP bought a new position in shares of iShares ESG Aware MSCI USA ETF during the second quarter worth about $1,084,000. Creative Planning boosted its stake in iShares ESG Aware MSCI USA ETF by 3.3% during the 2nd quarter. Creative Planning now owns 266,093 shares of the company’s stock valued at $31,750,000 after purchasing an additional 8,581 shares during the period. Magnolia Capital Advisors LLC bought a new position in iShares ESG Aware MSCI USA ETF in the 2nd quarter worth about $1,528,000. EP Wealth Advisors LLC increased its stake in shares of iShares ESG Aware MSCI USA ETF by 12.4% in the second quarter. EP Wealth Advisors LLC now owns 11,073 shares of the company’s stock valued at $1,321,000 after purchasing an additional 1,223 shares during the period. Finally, Sanctuary Advisors LLC bought a new stake in shares of iShares ESG Aware MSCI USA ETF during the second quarter valued at approximately $6,349,000.

iShares ESG Aware MSCI USA ETF Price Performance

Shares of ESGU stock opened at $131.73 on Tuesday. iShares ESG Aware MSCI USA ETF has a 12-month low of $106.30 and a 12-month high of $134.50. The firm has a market capitalization of $14.07 billion, a price-to-earnings ratio of 25.85 and a beta of 1.02. The business has a 50 day simple moving average of $131.30 and a 200 day simple moving average of $126.42.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently declared a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were paid a $0.408 dividend. The ex-dividend date of this dividend was Tuesday, December 17th.

About iShares ESG Aware MSCI USA ETF

(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.