iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) Stake Lowered by Laurel Wealth Planning LLC

Laurel Wealth Planning LLC cut its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 5.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 87,259 shares of the company’s stock after selling 5,416 shares during the quarter. iShares ESG Aware MSCI USA ETF comprises about 7.3% of Laurel Wealth Planning LLC’s investment portfolio, making the stock its 2nd largest position. Laurel Wealth Planning LLC owned approximately 0.08% of iShares ESG Aware MSCI USA ETF worth $11,241,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also made changes to their positions in the company. Compass Financial Services Inc purchased a new position in iShares ESG Aware MSCI USA ETF in the fourth quarter valued at about $34,000. Centerpoint Advisors LLC grew its holdings in shares of iShares ESG Aware MSCI USA ETF by 42.2% in the 4th quarter. Centerpoint Advisors LLC now owns 266 shares of the company’s stock worth $34,000 after acquiring an additional 79 shares during the period. Howe & Rusling Inc. purchased a new position in iShares ESG Aware MSCI USA ETF in the 3rd quarter valued at approximately $47,000. PrairieView Partners LLC raised its holdings in iShares ESG Aware MSCI USA ETF by 56.4% during the fourth quarter. PrairieView Partners LLC now owns 455 shares of the company’s stock worth $58,000 after purchasing an additional 164 shares during the last quarter. Finally, Synergy Asset Management LLC purchased a new stake in iShares ESG Aware MSCI USA ETF during the fourth quarter worth $62,000.

iShares ESG Aware MSCI USA ETF Stock Performance

iShares ESG Aware MSCI USA ETF stock opened at $134.17 on Thursday. The firm has a market capitalization of $14.40 billion, a price-to-earnings ratio of 25.85 and a beta of 1.02. iShares ESG Aware MSCI USA ETF has a fifty-two week low of $108.40 and a fifty-two week high of $134.50. The stock’s fifty day moving average is $131.50 and its two-hundred day moving average is $127.90.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently announced a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were issued a dividend of $0.408 per share. The ex-dividend date was Tuesday, December 17th.

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.