During the second quarter, Coldstream Capital Management Inc. reduced its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 7.1%, selling 770 shares and owning 10,025 shares at the end of the period. The value of Coldstream s holdings was $1,196,000. Other institutional investors also adjusted their positions in the ETF. Unique Wealth Strategies LLC and Rothschild Investment LLC each acquired new stakes worth $34,000 and $35,000, respectively, in the 2nd quarter. Future Financial Wealth Management LLC and YHB Investment Advisors Inc. made similar purchases in the 1st quarter, valued at $35,000 and $44,000, respectively. Harbor Investment Advisory LLC increased its position by 33.2% during the 1st quarter, owning 417 shares worth $48,000. The iShares ESG Aware MSCI USA ETF, managed by BlackRock, tracks the MSCI USA Extended ESG Focus index, focusing on companies with positive environmental, social, and governance characteristics. The ETF s market cap stands at $12.91 billion, with a PE ratio of 25.85 and a beta of 1.02. Its 50-day simple moving average is $120.63, and the two-hundred day simple moving average is $116.74. The ETF s 52-week low is $89.69, and the high is $124.11. Investors interested in the ETF s holdings can visit HoldingsChannel.com for the latest 13F filings and insider trades. Additionally, MarketBeat.com offers a free daily email newsletter summarizing the latest news and analysts ratings for iShares ESG Aware MSCI USA ETF and related companies.
Source: tickerreport.comPublished on 2024-09-12
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