Brewster Financial Planning LLC Trims Stock Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Brewster Financial Planning LLC reduced its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 6.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,954 shares of the company’s stock after selling 350 shares during the period. iShares ESG Aware MSCI USA ETF accounts for about 0.5% of Brewster Financial Planning LLC’s investment portfolio, making the stock its 14th largest position. Brewster Financial Planning LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $638,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also modified their holdings of the company. Cerity Partners LLC grew its stake in shares of iShares ESG Aware MSCI USA ETF by 2.5% during the 3rd quarter. Cerity Partners LLC now owns 57,479 shares of the company’s stock valued at $7,253,000 after buying an additional 1,398 shares during the period. Ridgeline Wealth LLC acquired a new stake in iShares ESG Aware MSCI USA ETF during the fourth quarter worth about $3,403,000. Apella Capital LLC raised its holdings in shares of iShares ESG Aware MSCI USA ETF by 0.6% in the 3rd quarter. Apella Capital LLC now owns 118,315 shares of the company’s stock worth $14,787,000 after purchasing an additional 715 shares during the period. Avior Wealth Management LLC lifted its stake in shares of iShares ESG Aware MSCI USA ETF by 18.0% in the 4th quarter. Avior Wealth Management LLC now owns 968 shares of the company’s stock valued at $125,000 after purchasing an additional 148 shares in the last quarter. Finally, Vertex Planning Partners LLC raised its holdings in iShares ESG Aware MSCI USA ETF by 9.3% in the third quarter. Vertex Planning Partners LLC now owns 2,096 shares of the company’s stock valued at $264,000 after buying an additional 178 shares during the period.

iShares ESG Aware MSCI USA ETF Stock Down 0.6 %

iShares ESG Aware MSCI USA ETF stock opened at $132.26 on Friday. iShares ESG Aware MSCI USA ETF has a 52-week low of $106.30 and a 52-week high of $134.50. The firm has a market capitalization of $14.19 billion, a P/E ratio of 25.85 and a beta of 1.02. The firm has a fifty day moving average of $131.50 and a 200-day moving average of $126.64.

iShares ESG Aware MSCI USA ETF Cuts Dividend

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

iShares ESG Aware MSCI USA ETF 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.