Spectrum Wealth Counsel LLC reduced its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 6.8% during the second quarter, as per its latest Form 13F filing with the SEC. The institutional investor now owns 86,710 shares, down from 93,184, representing 1.3% of its portfolio. The ETF s value at the end of the period was $10,346,000. Other institutional investors and hedge funds also adjusted their positions in the ETF. TIAA Trust National Association increased its holdings by 15.4%, owning 5,291,135 shares worth $633,274,000. SG Americas Securities LLC acquired a stake worth $47,807,000 in the first quarter. Envestnet Asset Management Inc. boosted its position by 3.1% in the fourth quarter, owning 12,700,969 shares valued at $1,332,586,000. BNP Paribas Financial Markets increased its stake by 386.8% in the first quarter, owning 450,787 shares worth $51,822,000. JPMorgan Chase & Co. raised its stake by 3.3% in the first quarter, owning 11,029,932 shares valued at $1,268,001,000. The iShares ESG Aware MSCI USA ETF opened at $123.57 on Friday, with a market cap of $13.10 billion, a P/E ratio of 25.85, and a beta of 1.02. The ETF s 50-day moving average is $120.71, and the 200-day moving average is $116.90. The fund tracks the MSCI USA Extended ESG Focus
Source: themarketsdaily.comPublished on 2024-09-15
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