SC&H Financial Advisors Inc. Makes New $208,000 Investment in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Posted by Jessica Moore on Feb 8th, 2025

SC&H Financial Advisors Inc. purchased a new position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,618 shares of the company’s stock, valued at approximately $208,000.

A number of other large investors also recently modified their holdings of ESGU. Future Financial Wealth Managment LLC bought a new stake in iShares ESG Aware MSCI USA ETF during the 3rd quarter worth $38,000. Howe & Rusling Inc. acquired a new stake in shares of iShares ESG Aware MSCI USA ETF during the third quarter valued at about $47,000. GAMMA Investing LLC bought a new stake in shares of iShares ESG Aware MSCI USA ETF during the third quarter worth about $59,000. Synergy Asset Management LLC acquired a new position in shares of iShares ESG Aware MSCI USA ETF in the fourth quarter valued at approximately $62,000. Finally, Highline Wealth Partners LLC acquired a new position in shares of iShares ESG Aware MSCI USA ETF in the third quarter valued at approximately $81,000.

iShares ESG Aware MSCI USA ETF Price Performance

NASDAQ:ESGU opened at $131.78 on Friday. iShares ESG Aware MSCI USA ETF has a one year low of $108.02 and a one year high of $134.50. The company has a market cap of $14.14 billion, a PE ratio of 25.85 and a beta of 1.02. The firm’s 50 day simple moving average is $131.55 and its 200 day simple moving average is $126.99.

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 dividend of $0.408 per share. The ex-dividend date 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.