Summit Wealth Group LLC Has $5.65 Million Stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Posted by Christopher Mengel on Nov 19th, 2024

Summit Wealth Group LLC lifted its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 1.6% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 44,757 shares of the company’s stock after buying an additional 710 shares during the quarter. iShares ESG Aware MSCI USA ETF comprises 1.6% of Summit Wealth Group LLC’s portfolio, making the stock its 17th biggest holding. Summit Wealth Group LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $5,647,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of ESGU. Rothschild Investment LLC bought a new stake in shares of iShares ESG Aware MSCI USA ETF in the 2nd quarter valued at about $35,000. Unique Wealth Strategies LLC bought a new stake in iShares ESG Aware MSCI USA ETF in the second quarter valued at approximately $34,000. Future Financial Wealth Managment LLC acquired a new stake in iShares ESG Aware MSCI USA ETF in the third quarter worth $38,000. Hobbs Group Advisors LLC bought a new position in shares of iShares ESG Aware MSCI USA ETF during the second quarter worth $49,000. Finally, GAMMA Investing LLC bought a new position in shares of iShares ESG Aware MSCI USA ETF during the third quarter worth $59,000.

iShares ESG Aware MSCI USA ETF Price Performance

NASDAQ ESGU opened at $129.43 on Tuesday. iShares ESG Aware MSCI USA ETF has a one year low of $98.92 and a one year high of $132.12. The firm has a market cap of $13.76 billion, a P/E ratio of 25.85 and a beta of 1.02. The stock’s 50-day moving average is $126.53 and its 200-day moving average is $121.53.

iShares ESG Aware MSCI USA ETF Dividend Announcement

The firm also recently announced a dividend, which was paid on Monday, September 30th. Investors of record on Wednesday, September 25th were given a $0.4387 dividend. The ex-dividend date was Wednesday, September 25th.

About iShares ESG Aware MSCI USA ETF

(Free Report)

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.