iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) is Sharkey Howes & Javer’s 4th Largest Position

Sharkey Howes & Javer lowered its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 8.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 205,742 shares of the company’s stock after selling 18,778 shares during the period. iShares ESG Aware MSCI USA ETF accounts for 3.9% of Sharkey Howes & Javer’s investment portfolio, making the stock its 4th biggest holding. Sharkey Howes & Javer owned approximately 0.19% of iShares ESG Aware MSCI USA ETF worth $23,652,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently modified their holdings of the company. Envestnet Asset Management Inc. grew its stake in iShares ESG Aware MSCI USA ETF by 3.1% in the 4th quarter. Envestnet Asset Management Inc. now owns 12,700,969 shares of the company’s stock valued at $1,332,586,000 after buying an additional 382,145 shares in the last quarter. TIAA Trust National Association boosted its holdings in iShares ESG Aware MSCI USA ETF by 0.4% in the 4th quarter. TIAA Trust National Association now owns 4,583,209 shares of the company’s stock valued at $480,870,000 after purchasing an additional 20,119 shares during the period. International Assets Investment Management LLC bought a new position in iShares ESG Aware MSCI USA ETF in the 4th quarter valued at $232,218,000. Envestnet Portfolio Solutions Inc. boosted its holdings in iShares ESG Aware MSCI USA ETF by 6.1% in the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 1,885,572 shares of the company’s stock valued at $197,834,000 after purchasing an additional 107,590 shares during the period. Finally, Sumitomo Mitsui Financial Group Inc. boosted its holdings in iShares ESG Aware MSCI USA ETF by 8.8% in the 4th quarter. Sumitomo Mitsui Financial Group Inc. now owns 1,160,614 shares of the company’s stock valued at $121,772,000 after purchasing an additional 93,614 shares during the period.

iShares ESG Aware MSCI USA ETF Price Performance

NASDAQ:ESGU traded up $0.79 during trading hours on Tuesday, hitting $120.35. The stock had a trading volume of 789,858 shares, compared to its average volume of 904,716. The company has a 50 day simple moving average of $115.92 and a two-hundred day simple moving average of $111.69. iShares ESG Aware MSCI USA ETF has a one year low of $89.69 and a one year high of $120.67. The firm has a market capitalization of $13.29 billion, a price-to-earnings ratio of 25.85 and a beta of 1.02.

iShares ESG Aware MSCI USA ETF Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, June 17th. Shareholders of record on Tuesday, June 11th were issued a $0.2916 dividend. This represents a $1.17 annualized dividend and a yield of 0.97%. The ex-dividend date was Tuesday, June 11th.

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.