Compound Planning Inc. Has $1.72 Million Stake in iShares ESG Aware MSCI USA ETF $ESGU

Compound Planning Inc. reduced its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 19.4% in the 1st quarter, Holdings Channel reports. The firm owned 14,142 shares of the company’s stock after selling 3,395 shares during the period. Compound Planning Inc.’s holdings in iShares ESG Aware MSCI USA ETF were worth $1,724,000 as of its most recent filing with the SEC.

Other large investors have also recently added to or reduced their stakes in the company. Northern Trust Corp raised its position in shares of iShares ESG Aware MSCI USA ETF by 3.5% in the first quarter. Northern Trust Corp now owns 6,824,650 shares of the company’s stock valued at $831,993,000 after purchasing an additional 233,643 shares during the period. TIAA Trust National Association grew its stake in iShares ESG Aware MSCI USA ETF by 4.9% in the 1st quarter. TIAA Trust National Association now owns 5,840,805 shares of the company’s stock valued at $712,052,000 after buying an additional 273,430 shares during the last quarter. Goldman Sachs Group Inc. raised its holdings in iShares ESG Aware MSCI USA ETF by 6.5% in the 1st quarter. Goldman Sachs Group Inc. now owns 3,892,537 shares of the company’s stock worth $474,539,000 after acquiring an additional 238,134 shares during the period. Wealthfront Advisers LLC lifted its position in iShares ESG Aware MSCI USA ETF by 8.6% during the 1st quarter. Wealthfront Advisers LLC now owns 2,173,670 shares of the company’s stock worth $264,992,000 after acquiring an additional 171,405 shares during the last quarter. Finally, BNP Paribas Financial Markets lifted its position in iShares ESG Aware MSCI USA ETF by 44.0% during the 4th quarter. BNP Paribas Financial Markets now owns 859,394 shares of the company’s stock worth $110,707,000 after acquiring an additional 262,391 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Stock Performance

Shares of NASDAQ:ESGU opened at $141.08 on Friday. The company has a market cap of $14.28 billion, a P/E ratio of 25.34 and a beta of 1.02. The stock’s 50-day moving average is $136.66 and its 200-day moving average is $128.92. iShares ESG Aware MSCI USA ETF has a 52-week low of $105.18 and a 52-week high of $141.35.

iShares ESG Aware MSCI USA ETF Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, June 20th. Shareholders of record on Monday, June 16th were issued a $0.3229 dividend. This is an increase from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.29. The ex-dividend date of this dividend was Monday, June 16th. This represents a $1.29 dividend on an annualized basis and a yield of 0.9%.

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.