WealthPlan Investment Management LLC Purchases 22,805 Shares of iShares ESG Aware MSCI USA ETF $ESGU

WealthPlan Investment Management LLC raised its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 691.5% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 26,103 shares of the company’s stock after purchasing an additional 22,805 shares during the period. WealthPlan Investment Management LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $3,532,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently made changes to their positions in ESGU. Leo Wealth LLC boosted its stake in shares of iShares ESG Aware MSCI USA ETF by 0.4% in the second quarter. Leo Wealth LLC now owns 18,393 shares of the company’s stock worth $2,489,000 after buying an additional 76 shares during the last quarter. PrairieView Partners LLC boosted its stake in shares of iShares ESG Aware MSCI USA ETF by 16.8% in the second quarter. PrairieView Partners LLC now owns 534 shares of the company’s stock worth $72,000 after buying an additional 77 shares during the last quarter. Tortoise Investment Management LLC boosted its stake in shares of iShares ESG Aware MSCI USA ETF by 4.9% in the first quarter. Tortoise Investment Management LLC now owns 1,705 shares of the company’s stock worth $208,000 after buying an additional 80 shares during the last quarter. Single Point Partners LLC boosted its stake in shares of iShares ESG Aware MSCI USA ETF by 3.1% in the second quarter. Single Point Partners LLC now owns 2,683 shares of the company’s stock worth $363,000 after buying an additional 81 shares during the last quarter. Finally, Peak Financial Management Inc. boosted its stake in shares of iShares ESG Aware MSCI USA ETF by 2.3% in the second quarter. Peak Financial Management Inc. now owns 3,754 shares of the company’s stock worth $508,000 after buying an additional 85 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Stock Up 0.5%

Shares of ESGU opened at $145.34 on Thursday. The company has a market capitalization of $14.92 billion, a price-to-earnings ratio of 25.34 and a beta of 1.02. The stock’s 50-day moving average price is $142.87 and its 200-day moving average price is $133.14. iShares ESG Aware MSCI USA ETF has a 52 week low of $105.18 and a 52 week high of $147.42.

iShares ESG Aware MSCI USA ETF Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, September 19th. Stockholders of record on Tuesday, September 16th were given a $0.3655 dividend. This represents a $1.46 annualized dividend and a dividend yield of 1.0%. This is a boost from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.32. The ex-dividend date was Tuesday, September 16th.

iShares ESG Aware MSCI USA ETF 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.