iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) Shares Purchased by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC boosted its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 4.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,289 shares of the company’s stock after purchasing an additional 136 shares during the period. WealthPlan Investment Management LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $424,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. SG Americas Securities LLC acquired a new stake in shares of iShares ESG Aware MSCI USA ETF during the third quarter valued at about $102,000. McClarren Financial Advisors Inc. grew its stake in shares of iShares ESG Aware MSCI USA ETF by 263.8% during the third quarter. McClarren Financial Advisors Inc. now owns 3,904 shares of the company’s stock valued at $493,000 after acquiring an additional 2,831 shares in the last quarter. Trilogy Capital Inc. grew its stake in shares of iShares ESG Aware MSCI USA ETF by 2.0% during the third quarter. Trilogy Capital Inc. now owns 47,153 shares of the company’s stock valued at $5,950,000 after acquiring an additional 915 shares in the last quarter. Foundations Investment Advisors LLC grew its stake in shares of iShares ESG Aware MSCI USA ETF by 8.3% during the third quarter. Foundations Investment Advisors LLC now owns 4,735 shares of the company’s stock valued at $598,000 after acquiring an additional 364 shares in the last quarter. Finally, Signaturefd LLC grew its stake in shares of iShares ESG Aware MSCI USA ETF by 7.9% during the third quarter. Signaturefd LLC now owns 4,069 shares of the company’s stock valued at $513,000 after acquiring an additional 297 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Price Performance

Shares of iShares ESG Aware MSCI USA ETF stock opened at $133.45 on Friday. The business has a 50-day moving average of $131.47 and a 200-day moving average of $127.59. The company has a market capitalization of $14.32 billion, a PE ratio of 25.85 and a beta of 1.02. iShares ESG Aware MSCI USA ETF has a 1-year low of $108.40 and a 1-year high of $134.50.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company also recently declared a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were paid a $0.408 dividend. The ex-dividend date of this dividend was Tuesday, December 17th.

About iShares ESG Aware MSCI USA ETF

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.