Forthright Family Wealth Advisory LLC Invests $2.28 Million in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Forthright Family Wealth Advisory LLC bought a new position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 21,708 shares of the company’s stock, valued at approximately $2,278,000. iShares ESG Aware MSCI USA ETF comprises approximately 1.8% of Forthright Family Wealth Advisory LLC’s portfolio, making the stock its 15th biggest holding.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. CVA Family Office LLC bought a new stake in iShares ESG Aware MSCI USA ETF in the fourth quarter valued at about $27,000. Parkside Financial Bank & Trust bought a new stake in iShares ESG Aware MSCI USA ETF in the fourth quarter valued at about $27,000. Harbor Investment Advisory LLC increased its holdings in iShares ESG Aware MSCI USA ETF by 120.4% in the fourth quarter. Harbor Investment Advisory LLC now owns 313 shares of the company’s stock valued at $33,000 after buying an additional 171 shares during the last quarter. Tennessee Valley Asset Management Partners bought a new stake in iShares ESG Aware MSCI USA ETF in the fourth quarter valued at about $55,000. Finally, JFS Wealth Advisors LLC bought a new stake in iShares ESG Aware MSCI USA ETF in the fourth quarter valued at about $79,000.

iShares ESG Aware MSCI USA ETF Trading Up 0.0 %

iShares ESG Aware MSCI USA ETF stock traded up $0.03 during midday trading on Friday, hitting $118.50. The stock had a trading volume of 843,355 shares, compared to its average volume of 896,874. The business has a fifty day moving average price of $114.15 and a 200 day moving average price of $110.23. iShares ESG Aware MSCI USA ETF has a 12 month low of $89.69 and a 12 month high of $118.89. The stock has a market cap of $13.09 billion, a P/E ratio of 25.85 and a beta of 1.02.

iShares ESG Aware MSCI USA ETF Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, June 17th. Shareholders of record on Tuesday, June 11th will be paid a $0.2916 dividend. The ex-dividend date is Tuesday, June 11th. This represents a $1.17 dividend on an annualized basis and a yield of 0.98%.

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.