Valeo Financial Advisors LLC Has $6.54 Million Holdings in iShares ESG Aware MSCI USA ETF $ESGU

by · The Cerbat Gem

Valeo Financial Advisors LLC increased its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGUFree Report) by 8.5% during the second quarter, Holdings Channel reports. The fund owned 48,298 shares of the company’s stock after purchasing an additional 3,797 shares during the period. Valeo Financial Advisors LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $6,535,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC bought a new stake in shares of iShares ESG Aware MSCI USA ETF during the fourth quarter worth $419,000. EverSource Wealth Advisors LLC raised its holdings in shares of iShares ESG Aware MSCI USA ETF by 5.7% in the first quarter. EverSource Wealth Advisors LLC now owns 6,760 shares of the company’s stock valued at $824,000 after buying an additional 362 shares during the last quarter. Cresset Asset Management LLC lifted its position in iShares ESG Aware MSCI USA ETF by 42.4% during the 1st quarter. Cresset Asset Management LLC now owns 7,068 shares of the company’s stock worth $862,000 after buying an additional 2,104 shares in the last quarter. Freestone Capital Holdings LLC bought a new stake in iShares ESG Aware MSCI USA ETF during the 1st quarter worth about $382,000. Finally, Northern Trust Corp grew its holdings in iShares ESG Aware MSCI USA ETF by 3.5% during the 1st quarter. Northern Trust Corp now owns 6,824,650 shares of the company’s stock worth $831,993,000 after acquiring an additional 233,643 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Trading Down 1.1%

Shares of NASDAQ ESGU opened at $149.15 on Monday. iShares ESG Aware MSCI USA ETF has a 1-year low of $105.18 and a 1-year high of $150.93. The company has a market cap of $15.26 billion, a PE ratio of 25.34 and a beta of 1.03. The company has a 50-day moving average of $147.63 and a two-hundred day moving average of $141.41.

iShares ESG Aware MSCI USA ETF Profile

(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.

Further Reading

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