iShares ESG Aware MSCI USA ETF $ESGU Shares Sold by Planning Alternatives Ltd. ADV

Planning Alternatives Ltd. ADV decreased its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 9.0% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 32,560 shares of the company’s stock after selling 3,210 shares during the quarter. iShares ESG Aware MSCI USA ETF comprises about 0.6% of Planning Alternatives Ltd. ADV’s portfolio, making the stock its 14th biggest holding. Planning Alternatives Ltd. ADV’s holdings in iShares ESG Aware MSCI USA ETF were worth $4,605,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. JPMorgan Chase & Co. boosted its position in iShares ESG Aware MSCI USA ETF by 4.2% during the fourth quarter. JPMorgan Chase & Co. now owns 10,288,654 shares of the company’s stock worth $1,532,804,000 after acquiring an additional 411,010 shares during the last quarter. TIAA Trust National Association raised its holdings in iShares ESG Aware MSCI USA ETF by 0.8% in the 4th quarter. TIAA Trust National Association now owns 5,986,011 shares of the company’s stock valued at $897,324,000 after acquiring an additional 47,266 shares during the last quarter. Wealthfront Advisers LLC raised its holdings in iShares ESG Aware MSCI USA ETF by 2.1% in the 1st quarter. Wealthfront Advisers LLC now owns 2,646,197 shares of the company’s stock valued at $374,225,000 after acquiring an additional 54,889 shares during the last quarter. Acorns Advisers LLC lifted its stake in iShares ESG Aware MSCI USA ETF by 0.8% in the 4th quarter. Acorns Advisers LLC now owns 2,565,822 shares of the company’s stock worth $382,256,000 after purchasing an additional 21,004 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. lifted its stake in iShares ESG Aware MSCI USA ETF by 4.3% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,027,351 shares of the company’s stock worth $153,055,000 after purchasing an additional 42,417 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Price Performance

Shares of iShares ESG Aware MSCI USA ETF stock opened at $163.06 on Monday. The stock’s 50 day simple moving average is $162.96 and its 200-day simple moving average is $153.99. The stock has a market cap of $17.72 billion, a P/E ratio of 25.34 and a beta of 1.03. iShares ESG Aware MSCI USA ETF has a 1-year low of $135.34 and a 1-year high of $166.46.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Monday, June 15th were given a dividend of $0.3431 per share. The ex-dividend date was Monday, June 15th. This represents a $1.37 dividend on an annualized basis and a yield of 0.8%.

iShares ESG Aware MSCI USA ETF Company Profile

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.