Wade Financial Advisory Inc Reduces Stock Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Posted by Renee Jackson on Jan 29th, 2025

Wade Financial Advisory Inc cut its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 3.4% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 4,200 shares of the company’s stock after selling 147 shares during the quarter. Wade Financial Advisory Inc’s holdings in iShares ESG Aware MSCI USA ETF were worth $541,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in the stock. Future Financial Wealth Managment LLC bought a new stake in shares of iShares ESG Aware MSCI USA ETF during the third quarter valued at about $38,000. Howe & Rusling Inc. purchased a new position in iShares ESG Aware MSCI USA ETF during the third quarter valued at approximately $47,000. GAMMA Investing LLC purchased a new position in iShares ESG Aware MSCI USA ETF during the third quarter valued at approximately $59,000. Highline Wealth Partners LLC bought a new stake in iShares ESG Aware MSCI USA ETF during the 3rd quarter worth approximately $81,000. Finally, SG Americas Securities LLC purchased a new stake in iShares ESG Aware MSCI USA ETF in the 3rd quarter worth approximately $102,000.

iShares ESG Aware MSCI USA ETF Price Performance

Shares of NASDAQ:ESGU opened at $132.94 on Wednesday. The firm has a fifty day moving average price of $131.35 and a two-hundred day moving average price of $126.49. The company has a market cap of $14.20 billion, a price-to-earnings ratio of 25.85 and a beta of 1.02. iShares ESG Aware MSCI USA ETF has a one year low of $106.30 and a one year high of $134.50.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently disclosed a dividend, which was paid on Friday, December 20th. Investors 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.