Planning Alternatives Ltd. ADV Purchases 3,229 Shares of iShares ESG Aware MSCI USA ETF $ESGU

Planning Alternatives Ltd. ADV boosted its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 9.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 35,770 shares of the company’s stock after buying an additional 3,229 shares during the period. iShares ESG Aware MSCI USA ETF makes up about 0.7% 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 $5,329,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in ESGU. Axxcess Wealth Management LLC lifted its stake in shares of iShares ESG Aware MSCI USA ETF by 1,064.3% in the 4th quarter. Axxcess Wealth Management LLC now owns 164,684 shares of the company’s stock valued at $24,535,000 after purchasing an additional 150,539 shares during the last quarter. Midwest Financial Partners Investments Inc. bought a new stake in shares of iShares ESG Aware MSCI USA ETF in the 4th quarter valued at approximately $5,984,000. Van Hulzen Asset Management LLC lifted its stake in shares of iShares ESG Aware MSCI USA ETF by 2.3% in the 4th quarter. Van Hulzen Asset Management LLC now owns 89,903 shares of the company’s stock valued at $13,394,000 after purchasing an additional 2,055 shares during the last quarter. Signature Estate & Investment Advisors LLC lifted its stake in shares of iShares ESG Aware MSCI USA ETF by 18.2% in the 4th quarter. Signature Estate & Investment Advisors LLC now owns 2,745 shares of the company’s stock valued at $409,000 after purchasing an additional 422 shares during the last quarter. Finally, Morling Financial Advisors LLC lifted its stake in shares of iShares ESG Aware MSCI USA ETF by 1.4% in the 4th quarter. Morling Financial Advisors LLC now owns 12,527 shares of the company’s stock valued at $1,866,000 after purchasing an additional 179 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Price Performance

NASDAQ:ESGU opened at $162.72 on Friday. The firm has a market capitalization of $17.20 billion, a price-to-earnings ratio of 25.34 and a beta of 1.03. iShares ESG Aware MSCI USA ETF has a 1 year low of $125.98 and a 1 year high of $163.39. The business has a 50 day simple moving average of $151.03 and a 200-day simple moving average of $149.77.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Tuesday, March 17th were issued a $0.3698 dividend. This represents a $1.48 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Tuesday, March 17th.

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.