Curtis Wealth Management LLC Makes New Investment in iShares ESG Aware MSCI USA ETF $ESGU

Curtis Wealth Management LLC purchased a new position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 3,498 shares of the company’s stock, valued at approximately $529,000.

A number of other institutional investors have also bought and sold shares of ESGU. Bank of America Corp DE increased its stake in iShares ESG Aware MSCI USA ETF by 3.2% in the 3rd quarter. Bank of America Corp DE now owns 13,489,213 shares of the company’s stock worth $1,964,029,000 after buying an additional 421,048 shares in the last quarter. Citigroup Inc. increased its stake in iShares ESG Aware MSCI USA ETF by 74.1% in the 3rd quarter. Citigroup Inc. now owns 618,989 shares of the company’s stock worth $90,125,000 after buying an additional 263,387 shares in the last quarter. Bank of Nova Scotia purchased a new stake in iShares ESG Aware MSCI USA ETF in the 3rd quarter worth $27,067,000. National Bank of Canada FI increased its stake in iShares ESG Aware MSCI USA ETF by 100.1% in the 3rd quarter. National Bank of Canada FI now owns 363,600 shares of the company’s stock worth $52,940,000 after buying an additional 181,900 shares in the last quarter. Finally, Wealthfront Advisers LLC increased its stake in iShares ESG Aware MSCI USA ETF by 6.8% in the 3rd quarter. Wealthfront Advisers LLC now owns 2,500,888 shares of the company’s stock worth $364,129,000 after buying an additional 158,474 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Stock Down 2.8%

Shares of iShares ESG Aware MSCI USA ETF stock opened at $161.16 on Friday. The firm has a market cap of $17.03 billion, a price-to-earnings ratio of 25.34 and a beta of 1.03. The business has a 50-day moving average price of $155.23 and a 200-day moving average price of $150.89. iShares ESG Aware MSCI USA ETF has a twelve month low of $129.39 and a twelve month high of $166.46.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Tuesday, March 17th were given a dividend of $0.3698 per share. The ex-dividend date was Tuesday, March 17th. This represents a $1.48 dividend on an annualized basis and a dividend yield of 0.9%.

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.