EP Wealth Advisors LLC Trims Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

EP Wealth Advisors LLC reduced its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 22.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 8,588 shares of the company’s stock after selling 2,485 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $1,084,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in ESGU. TIAA Trust National Association boosted its stake in shares of iShares ESG Aware MSCI USA ETF by 15.4% during the 2nd quarter. TIAA Trust National Association now owns 5,291,135 shares of the company’s stock valued at $633,274,000 after buying an additional 707,159 shares during the last quarter. Janney Montgomery Scott LLC purchased a new position in shares of iShares ESG Aware MSCI USA ETF during the 3rd quarter valued at approximately $23,495,000. Nisa Investment Advisors LLC purchased a new position in shares of iShares ESG Aware MSCI USA ETF during the 2nd quarter valued at approximately $21,704,000. Financial Advocates Investment Management boosted its stake in shares of iShares ESG Aware MSCI USA ETF by 1,428.2% during the 3rd quarter. Financial Advocates Investment Management now owns 125,313 shares of the company’s stock valued at $15,812,000 after buying an additional 117,113 shares during the last quarter. Finally, BNP Paribas Financial Markets boosted its stake in shares of iShares ESG Aware MSCI USA ETF by 15.5% during the 3rd quarter. BNP Paribas Financial Markets now owns 597,003 shares of the company’s stock valued at $75,330,000 after buying an additional 80,162 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Trading Down 0.4 %

iShares ESG Aware MSCI USA ETF stock opened at $132.75 on Wednesday. The stock has a market cap of $14.11 billion, a P/E ratio of 25.85 and a beta of 1.02. The stock has a 50 day moving average of $129.07 and a 200-day moving average of $123.46. iShares ESG Aware MSCI USA ETF has a 52 week low of $101.31 and a 52 week high of $134.27.

iShares ESG Aware MSCI USA ETF Dividend Announcement

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

About iShares ESG Aware MSCI USA ETF

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.