Maia Wealth LLC Trims Stake in iShares ESG Aware MSCI USA ETF $ESGU

Maia Wealth LLC reduced its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 13.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 35,253 shares of the company’s stock after selling 5,692 shares during the period. iShares ESG Aware MSCI USA ETF comprises 0.9% of Maia Wealth LLC’s portfolio, making the stock its 22nd largest holding. Maia Wealth LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $5,214,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Strategic Point Investment Advisors LLC increased its holdings in iShares ESG Aware MSCI USA ETF by 0.5% during the third quarter. Strategic Point Investment Advisors LLC now owns 12,840 shares of the company’s stock valued at $1,870,000 after buying an additional 70 shares during the last quarter. Investors Research Corp increased its holdings in iShares ESG Aware MSCI USA ETF by 5.6% during the fourth quarter. Investors Research Corp now owns 1,418 shares of the company’s stock valued at $211,000 after buying an additional 75 shares during the last quarter. Fort Point Capital Partners LLC increased its holdings in iShares ESG Aware MSCI USA ETF by 2.8% during the fourth quarter. Fort Point Capital Partners LLC now owns 2,780 shares of the company’s stock valued at $420,000 after buying an additional 77 shares during the last quarter. Essex Financial Services Inc. increased its holdings in iShares ESG Aware MSCI USA ETF by 3.0% during the fourth quarter. Essex Financial Services Inc. now owns 2,781 shares of the company’s stock valued at $414,000 after buying an additional 80 shares during the last quarter. Finally, Keystone Financial Services increased its holdings in iShares ESG Aware MSCI USA ETF by 1.3% during the third quarter. Keystone Financial Services now owns 6,587 shares of the company’s stock valued at $959,000 after buying an additional 84 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Trading Down 1.2%

Shares of ESGU stock opened at $161.68 on Thursday. iShares ESG Aware MSCI USA ETF has a 12 month low of $129.39 and a 12 month high of $166.46. The stock has a market cap of $17.09 billion, a P/E ratio of 25.34 and a beta of 1.03. The company has a 50 day simple moving average of $158.57 and a two-hundred day simple moving average of $151.83.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 18th. Stockholders of record on Monday, June 15th will be paid a $0.3431 dividend. The ex-dividend date of this dividend is Monday, June 15th. This represents a $1.37 dividend on an annualized basis and a dividend yield of 0.8%.

About iShares ESG Aware MSCI USA ETF

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.