iShares ESG Aware MSCI USA ETF $ESGU Shares Acquired by Compound Planning Inc.

Compound Planning Inc. lifted its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 21.4% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 20,375 shares of the company’s stock after buying an additional 3,590 shares during the period. Compound Planning Inc.’s holdings in iShares ESG Aware MSCI USA ETF were worth $2,881,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the company. Concurrent Investment Advisors LLC raised its holdings in shares of iShares ESG Aware MSCI USA ETF by 60.6% in the 4th quarter. Concurrent Investment Advisors LLC now owns 14,651 shares of the company’s stock worth $2,183,000 after purchasing an additional 5,529 shares during the period. HF Advisory Group LLC grew its holdings in shares of iShares ESG Aware MSCI USA ETF by 450.6% during the 4th quarter. HF Advisory Group LLC now owns 110,237 shares of the company’s stock worth $16,423,000 after purchasing an additional 90,214 shares during the period. Chatterton & Associates Inc. purchased a new stake in shares of iShares ESG Aware MSCI USA ETF during the 4th quarter worth about $559,000. Higgins & Schmidt Wealth Strategies LLC increased its position in iShares ESG Aware MSCI USA ETF by 37.3% during the 4th quarter. Higgins & Schmidt Wealth Strategies LLC now owns 17,445 shares of the company’s stock worth $2,599,000 after purchasing an additional 4,739 shares in the last quarter. Finally, TrueWealth Financial Partners acquired a new stake in iShares ESG Aware MSCI USA ETF during the 4th quarter worth approximately $3,806,000.

iShares ESG Aware MSCI USA ETF Stock Performance

NASDAQ ESGU opened at $162.05 on Friday. The firm has a market capitalization of $17.63 billion, a price-to-earnings ratio of 25.34 and a beta of 1.03. iShares ESG Aware MSCI USA ETF has a one year low of $135.34 and a one year high of $166.46. The company’s 50 day moving average price is $163.12 and its 200 day moving average price is $154.43.

iShares ESG Aware MSCI USA ETF Cuts Dividend

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

iShares ESG Aware MSCI USA ETF Company 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.