RCS Financial Planning LLC Trims Stock Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

RCS Financial Planning LLC cut its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 3.5% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 8,465 shares of the company’s stock after selling 303 shares during the period. RCS Financial Planning LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $1,068,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in ESGU. Unique Wealth Strategies LLC purchased a new position in shares of iShares ESG Aware MSCI USA ETF during the 2nd quarter worth approximately $34,000. Future Financial Wealth Managment LLC purchased a new position in iShares ESG Aware MSCI USA ETF in the 1st quarter valued at approximately $35,000. Rothschild Investment LLC purchased a new position in iShares ESG Aware MSCI USA ETF in the 2nd quarter valued at approximately $35,000. Harbor Investment Advisory LLC increased its stake in iShares ESG Aware MSCI USA ETF by 33.2% in the 1st quarter. Harbor Investment Advisory LLC now owns 417 shares of the company’s stock valued at $48,000 after purchasing an additional 104 shares in the last quarter. Finally, Hobbs Group Advisors LLC purchased a new position in iShares ESG Aware MSCI USA ETF in the 2nd quarter valued at approximately $49,000.

iShares ESG Aware MSCI USA ETF Price Performance

NASDAQ ESGU opened at $127.85 on Wednesday. iShares ESG Aware MSCI USA ETF has a 1-year low of $89.69 and a 1-year high of $128.67. The company has a market capitalization of $13.58 billion, a P/E ratio of 25.85 and a beta of 1.02. The business has a 50 day moving average price of $124.23 and a 200 day moving average price of $119.34.

iShares ESG Aware MSCI USA ETF Dividend Announcement

The business also recently announced a dividend, which was paid on Monday, September 30th. Shareholders of record on Wednesday, September 25th were issued a dividend of $0.4387 per share. The ex-dividend date was Wednesday, September 25th.

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.