Birchwood Financial Partners Inc. Purchases New Position in iShares ESG Aware MSCI USA ETF $ESGU

by · The Markets Daily

Birchwood Financial Partners Inc. acquired a new position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 48,088 shares of the company’s stock, valued at approximately $7,164,000. iShares ESG Aware MSCI USA ETF comprises about 7.1% of Birchwood Financial Partners Inc.’s portfolio, making the stock its biggest holding.

Other institutional investors have also recently bought and sold shares of the company. Bank of America Corp DE increased its stake in iShares ESG Aware MSCI USA ETF by 3.2% in the third quarter. Bank of America Corp DE now owns 13,489,213 shares of the company’s stock valued at $1,964,029,000 after purchasing an additional 421,048 shares in the last quarter. JPMorgan Chase & Co. boosted its position in shares of iShares ESG Aware MSCI USA ETF by 4.2% during the fourth quarter. JPMorgan Chase & Co. now owns 10,288,654 shares of the company’s stock worth $1,532,804,000 after purchasing an additional 411,010 shares in the last quarter. TIAA Trust National Association boosted its position in shares of iShares ESG Aware MSCI USA ETF by 0.8% during the fourth quarter. TIAA Trust National Association now owns 5,986,011 shares of the company’s stock worth $897,324,000 after purchasing an additional 47,266 shares in the last quarter. Wealthfront Advisers LLC grew its holdings in shares of iShares ESG Aware MSCI USA ETF by 3.6% in the 4th quarter. Wealthfront Advisers LLC now owns 2,591,308 shares of the company’s stock valued at $386,053,000 after buying an additional 90,420 shares during the period. Finally, Acorns Advisers LLC grew its holdings in shares of iShares ESG Aware MSCI USA ETF by 0.8% in the 4th quarter. Acorns Advisers LLC now owns 2,565,822 shares of the company’s stock valued at $382,256,000 after buying an additional 21,004 shares during the period.

iShares ESG Aware MSCI USA ETF Stock Up 1.0%

ESGU opened at $163.23 on Friday. iShares ESG Aware MSCI USA ETF has a 12 month low of $129.39 and a 12 month high of $166.46. The company has a fifty day simple moving average of $158.96 and a 200 day simple moving average of $151.93. The stock has a market cap of $17.25 billion, a P/E ratio of 25.34 and a beta of 1.03.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 18th. Shareholders of record on Monday, June 15th were paid a $0.3431 dividend. This represents a $1.37 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend was Monday, June 15th.

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.

See Also

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