Sugarloaf Wealth Management LLC Sells 803 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Sugarloaf Wealth Management LLC trimmed its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 77.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 229 shares of the company’s stock after selling 803 shares during the quarter. Sugarloaf Wealth Management LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $30,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Brooklyn FI LLC lifted its position in shares of iShares ESG Aware MSCI USA ETF by 0.8% during the third quarter. Brooklyn FI LLC now owns 10,395 shares of the company’s stock worth $1,312,000 after purchasing an additional 87 shares during the last quarter. Swmg LLC lifted its position in shares of iShares ESG Aware MSCI USA ETF by 5.8% during the third quarter. Swmg LLC now owns 1,774 shares of the company’s stock worth $233,000 after purchasing an additional 98 shares during the last quarter. Clearview Wealth Advisors LLC lifted its position in shares of iShares ESG Aware MSCI USA ETF by 1.0% during the third quarter. Clearview Wealth Advisors LLC now owns 11,990 shares of the company’s stock worth $1,513,000 after purchasing an additional 120 shares during the last quarter. MONECO Advisors LLC lifted its position in shares of iShares ESG Aware MSCI USA ETF by 6.1% during the third quarter. MONECO Advisors LLC now owns 2,321 shares of the company’s stock worth $293,000 after purchasing an additional 134 shares during the last quarter. Finally, Savvy Advisors Inc. increased its stake in shares of iShares ESG Aware MSCI USA ETF by 2.0% during the third quarter. Savvy Advisors Inc. now owns 6,798 shares of the company’s stock valued at $858,000 after buying an additional 136 shares during the period.

iShares ESG Aware MSCI USA ETF Trading Down 1.5 %

Shares of iShares ESG Aware MSCI USA ETF stock opened at $127.69 on Friday. The firm has a market cap of $13.10 billion, a P/E ratio of 25.85 and a beta of 1.02. iShares ESG Aware MSCI USA ETF has a 12 month low of $103.57 and a 12 month high of $134.27. The stock’s fifty day moving average price is $130.98 and its 200-day moving average price is $125.59.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company 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 of this dividend was Tuesday, December 17th.

iShares ESG Aware MSCI USA ETF Company Profile

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.