Planning Alternatives Ltd. ADV Lowers Stake in iShares ESG Aware MSCI USA ETF $ESGU

Planning Alternatives Ltd. ADV cut its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGUFree Report) by 9.0% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 32,560 shares of the company’s stock after selling 3,210 shares during the period. iShares ESG Aware MSCI USA ETF makes up about 0.6% of Planning Alternatives Ltd. ADV’s portfolio, making the stock its 14th largest 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.

A number of other large investors also recently bought and sold shares of the business. JPMorgan Chase & Co. increased its position in shares of iShares ESG Aware MSCI USA ETF by 4.2% in the fourth quarter. JPMorgan Chase & Co. now owns 10,288,654 shares of the company’s stock valued at $1,532,804,000 after buying an additional 411,010 shares in the last quarter. TIAA Trust National Association grew its stake 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 period. Wealthfront Advisers LLC grew its stake 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 period. Acorns Advisers LLC increased its holdings 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 acquiring an additional 21,004 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. increased its holdings 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 acquiring an additional 42,417 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Price Performance

Shares of NASDAQ ESGU opened at $163.06 on Monday. The company’s 50-day simple moving average is $162.96 and its 200-day simple moving average is $153.99. iShares ESG Aware MSCI USA ETF has a 52-week low of $135.34 and a 52-week high of $166.46. The firm has a market cap of $17.72 billion, a price-to-earnings ratio of 25.34 and a beta of 1.03.

iShares ESG Aware MSCI USA ETF Cuts Dividend

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

About iShares ESG Aware MSCI USA ETF

(Free Report)

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.

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Institutional Ownership by Quarter for iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

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