Spectrum Planning & Advisory Services Inc. Increases Stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Spectrum Planning & Advisory Services Inc. grew its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 23.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,422 shares of the company’s stock after acquiring an additional 455 shares during the period. Spectrum Planning & Advisory Services Inc.’s holdings in iShares ESG Aware MSCI USA ETF were worth $312,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. JPMorgan Chase & Co. increased its holdings in shares of iShares ESG Aware MSCI USA ETF by 2.3% in the 3rd quarter. JPMorgan Chase & Co. now owns 10,973,235 shares of the company’s stock valued at $1,384,603,000 after purchasing an additional 249,351 shares in the last quarter. LPL Financial LLC grew its position in iShares ESG Aware MSCI USA ETF by 0.4% during the third quarter. LPL Financial LLC now owns 1,448,809 shares of the company’s stock worth $182,811,000 after buying an additional 6,472 shares during the period. BNP Paribas Financial Markets increased its holdings in iShares ESG Aware MSCI USA ETF by 15.5% in the third quarter. BNP Paribas Financial Markets now owns 597,003 shares of the company’s stock valued at $75,330,000 after buying an additional 80,162 shares in the last quarter. Fiduciary Trust Co lifted its position in shares of iShares ESG Aware MSCI USA ETF by 4.5% during the 3rd quarter. Fiduciary Trust Co now owns 522,016 shares of the company’s stock valued at $65,868,000 after acquiring an additional 22,561 shares during the period. Finally, MML Investors Services LLC boosted its stake in shares of iShares ESG Aware MSCI USA ETF by 0.8% during the 3rd quarter. MML Investors Services LLC now owns 315,684 shares of the company’s stock worth $39,833,000 after acquiring an additional 2,380 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Price Performance

ESGU opened at $132.94 on Wednesday. iShares ESG Aware MSCI USA ETF has a 1-year low of $106.30 and a 1-year high of $134.50. The stock has a market cap of $14.20 billion, a P/E ratio of 25.85 and a beta of 1.02. The stock’s 50 day simple moving average is $131.35 and its 200 day simple moving average is $126.49.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company also recently announced a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were issued a $0.408 dividend. 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.