Sagespring Wealth Partners LLC Has $3.82 Million Position in iShares ESG Aware MSCI USA ETF $ESGU

Sagespring Wealth Partners LLC raised its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 2.4% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 28,267 shares of the company’s stock after acquiring an additional 659 shares during the quarter. Sagespring Wealth Partners LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $3,824,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the company. Ameriflex Group Inc. lifted its stake in shares of iShares ESG Aware MSCI USA ETF by 35.1% during the 2nd quarter. Ameriflex Group Inc. now owns 335 shares of the company’s stock worth $45,000 after buying an additional 87 shares during the last quarter. NorthRock Partners LLC lifted its stake in shares of iShares ESG Aware MSCI USA ETF by 125.3% during the 2nd quarter. NorthRock Partners LLC now owns 338 shares of the company’s stock worth $46,000 after buying an additional 188 shares during the last quarter. Oliver Lagore Vanvalin Investment Group bought a new position in iShares ESG Aware MSCI USA ETF during the second quarter worth about $57,000. Continuum Advisory LLC increased its position in iShares ESG Aware MSCI USA ETF by 34.4% during the first quarter. Continuum Advisory LLC now owns 578 shares of the company’s stock worth $70,000 after acquiring an additional 148 shares during the period. Finally, Cornerstone Planning Group LLC increased its position in iShares ESG Aware MSCI USA ETF by 45.7% during the first quarter. Cornerstone Planning Group LLC now owns 596 shares of the company’s stock worth $70,000 after acquiring an additional 187 shares during the period.

iShares ESG Aware MSCI USA ETF Stock Performance

NASDAQ:ESGU opened at $144.92 on Tuesday. iShares ESG Aware MSCI USA ETF has a 52 week low of $105.18 and a 52 week high of $147.42. The firm has a market cap of $14.88 billion, a price-to-earnings ratio of 25.34 and a beta of 1.02. The firm’s 50-day simple moving average is $142.59 and its 200 day simple moving average is $132.97.

iShares ESG Aware MSCI USA ETF Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, September 19th. Shareholders of record on Tuesday, September 16th were issued a $0.3655 dividend. The ex-dividend date of this dividend was Tuesday, September 16th. This represents a $1.46 annualized dividend and a yield of 1.0%. This is an increase from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.32.

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.