Sugarloaf Wealth Management LLC Trims Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Sugarloaf Wealth Management LLC reduced its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 77.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 229 shares of the company’s stock after selling 803 shares during the quarter. Sugarloaf Wealth Management LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $30,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. Future Financial Wealth Managment LLC purchased a new stake in iShares ESG Aware MSCI USA ETF during the 3rd quarter valued at approximately $38,000. Howe & Rusling Inc. bought a new position in shares of iShares ESG Aware MSCI USA ETF during the 3rd quarter valued at approximately $47,000. GAMMA Investing LLC bought a new position in shares of iShares ESG Aware MSCI USA ETF during the 3rd quarter valued at approximately $59,000. Ashton Thomas Private Wealth LLC bought a new position in shares of iShares ESG Aware MSCI USA ETF during the 2nd quarter valued at approximately $59,000. Finally, Highline Wealth Partners LLC bought a new position in shares of iShares ESG Aware MSCI USA ETF during the 3rd quarter valued at approximately $81,000.

iShares ESG Aware MSCI USA ETF Stock Performance

NASDAQ ESGU opened at $127.69 on Friday. The company has a market capitalization of $13.10 billion, a P/E ratio of 25.85 and a beta of 1.02. iShares ESG Aware MSCI USA ETF has a one year low of $103.57 and a one year high of $134.27. The stock has a 50 day moving average price of $130.98 and a 200-day moving average price of $125.59.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company also recently announced a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were given a dividend of $0.408 per share. The ex-dividend date was Tuesday, December 17th.

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.