iShares ESG Aware MSCI USA ETF $ESGU Stock: WealthPlan Investment Management LLC Decreases Holdings

WealthPlan Investment Management LLC reduced its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 12.5% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 22,531 shares of the company’s stock after selling 3,213 shares during the period. WealthPlan Investment Management LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $3,758,000 as of its most recent SEC filing.

Several other institutional investors also recently made changes to their positions in the stock. ASL Financial LLC increased its holdings in shares of iShares ESG Aware MSCI USA ETF by 1.9% in the 3rd quarter. ASL Financial LLC now owns 3,197 shares of the company’s stock worth $533,000 after acquiring an additional 60 shares during the period. Mather Group LLC. bought a new stake in iShares ESG Aware MSCI USA ETF in the 3rd quarter valued at about $835,000. West Wealth Group LLC lifted its position in iShares ESG Aware MSCI USA ETF by 1.7% in the 3rd quarter. West Wealth Group LLC now owns 9,464 shares of the company’s stock valued at $1,579,000 after purchasing an additional 161 shares during the last quarter. Strategy Asset Managers LLC acquired a new position in iShares ESG Aware MSCI USA ETF during the 3rd quarter valued at about $1,311,000. Finally, Weil Company Inc. bought a new position in iShares ESG Aware MSCI USA ETF in the 3rd quarter worth about $3,901,000.

iShares ESG Aware MSCI USA ETF Stock Performance

Shares of NASDAQ:ESGU traded up $0.24 during trading hours on Thursday, hitting $168.30. The stock had a trading volume of 140,158 shares, compared to its average volume of 489,480. The stock’s fifty day simple moving average is $168.26 and its 200 day simple moving average is $162.35. iShares ESG Aware MSCI USA ETF has a 1-year low of $136.82 and a 1-year high of $171.09. The firm has a market capitalization of $18.02 billion, a price-to-earnings ratio of 25.34 and a beta of 1.03.

iShares ESG Aware MSCI USA ETF Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, September 18th. Shareholders of record on Tuesday, September 15th were paid a dividend of $0.3813 per share. This represents a $1.53 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Tuesday, September 15th. This is an increase from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.3431.

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.

Further Reading

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

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