Valeo Financial Advisors LLC Acquires 3,797 Shares of iShares ESG Aware MSCI USA ETF $ESGU

Valeo Financial Advisors LLC increased its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 8.5% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 48,298 shares of the company’s stock after purchasing an additional 3,797 shares during the period. Valeo Financial Advisors LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $6,535,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. WT Wealth Management grew its stake in shares of iShares ESG Aware MSCI USA ETF by 10.1% in the 2nd quarter. WT Wealth Management now owns 29,984 shares of the company’s stock valued at $4,057,000 after purchasing an additional 2,752 shares during the period. NWF Advisory Services Inc. lifted its position in shares of iShares ESG Aware MSCI USA ETF by 5.5% during the 2nd quarter. NWF Advisory Services Inc. now owns 3,367 shares of the company’s stock worth $456,000 after buying an additional 175 shares during the period. Orion Porfolio Solutions LLC boosted its stake in iShares ESG Aware MSCI USA ETF by 2.5% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 27,681 shares of the company’s stock valued at $3,745,000 after buying an additional 665 shares in the last quarter. Coppell Advisory Solutions LLC bought a new stake in iShares ESG Aware MSCI USA ETF in the second quarter valued at $286,000. Finally, B. Riley Wealth Advisors Inc. acquired a new position in iShares ESG Aware MSCI USA ETF during the second quarter worth $645,000.

iShares ESG Aware MSCI USA ETF Stock Performance

Shares of NASDAQ ESGU opened at $149.15 on Monday. iShares ESG Aware MSCI USA ETF has a 52-week low of $105.18 and a 52-week high of $150.93. The business has a fifty day moving average of $147.63 and a two-hundred day moving average of $141.41. The stock has a market cap of $15.26 billion, a PE ratio of 25.34 and a beta of 1.03.

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.