Legacy Financial Advisors Inc. significantly reduced its position in iShares ESG Aware MSCI USA ETF (ESGU) by 81.5% in the second quarter, selling 11,562 shares and leaving 2,629 shares worth $314,000. Conversely, several other institutional investors adjusted their stakes in the fund. Brighton Jones LLC increased its holdings by 6.2%, owning 2,509 shares valued at $299,000. Blair William & Co. IL boosted its shares by 8.7%, now holding 12,482 shares worth $1,489,000. Cranbrook Wealth Management LLC saw a 37.6% increase, owning 9,235 shares valued at $1,102,000. Axxcess Wealth Management LLC also raised its holdings by 9.1%, now owning 18,797 shares worth $2,243,000. The iShares ESG Aware MSCI USA ETF experienced a slight decrease of 0.3% with shares opening at $125.36 on Friday. The fund has a market cap of $13.29 billion, a P/E ratio of 25.85, and a beta of 1.02. The 52-week low and high are $89.69 and $126.09, respectively. The ETF, managed by BlackRock, tracks the MSCI USA Extended ESG Focus index, focusing on companies with positive environmental, social, and governance characteristics. For more information on other hedge funds holdings in ESGU, visit HoldingsChannel.com. To receive daily news and analyst ratings for ESGU and related companies, subscribe to MarketBeat.com s free daily email newsletter.
Source: etfdailynews.comPublished on 2024-09-22
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