Montecito Bank & Trust Has $3.95 Million Stock Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Montecito Bank & Trust trimmed its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGUFree Report) by 11.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 31,268 shares of the company’s stock after selling 3,854 shares during the period. Montecito Bank & Trust’s holdings in iShares ESG Aware MSCI USA ETF were worth $3,945,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Silvia Mccoll Wealth Management LLC increased its position in shares of iShares ESG Aware MSCI USA ETF by 2.0% during the second quarter. Silvia Mccoll Wealth Management LLC now owns 7,791 shares of the company’s stock valued at $930,000 after purchasing an additional 155 shares during the period. Arkadios Wealth Advisors increased its holdings in iShares ESG Aware MSCI USA ETF by 13.9% in the 2nd quarter. Arkadios Wealth Advisors now owns 2,145 shares of the company’s stock valued at $256,000 after buying an additional 261 shares during the period. Callan Family Office LLC acquired a new position in shares of iShares ESG Aware MSCI USA ETF in the 2nd quarter valued at $207,000. Signaturefd LLC lifted its holdings in shares of iShares ESG Aware MSCI USA ETF by 6.6% during the 2nd quarter. Signaturefd LLC now owns 3,772 shares of the company’s stock worth $450,000 after acquiring an additional 234 shares during the period. Finally, Apella Capital LLC boosted its position in shares of iShares ESG Aware MSCI USA ETF by 0.6% during the 3rd quarter. Apella Capital LLC now owns 118,315 shares of the company’s stock valued at $14,787,000 after acquiring an additional 715 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Trading Up 2.5 %

ESGU stock opened at $129.83 on Thursday. iShares ESG Aware MSCI USA ETF has a 1-year low of $95.06 and a 1-year high of $130.05. The business’s 50 day moving average is $125.22 and its 200-day moving average is $120.46. The firm has a market cap of $13.80 billion, a P/E ratio of 25.85 and a beta of 1.02.

iShares ESG Aware MSCI USA ETF Dividend Announcement

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

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.

See Also

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Institutional Ownership by Quarter for iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

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