Valtinson Bruner Financial Planning LLC Purchases 541 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Valtinson Bruner Financial Planning LLC boosted its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 25.8% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 2,638 shares of the company’s stock after purchasing an additional 541 shares during the period. Valtinson Bruner Financial Planning LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $340,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in ESGU. JPMorgan Chase & Co. grew its position in 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 worth $1,384,603,000 after purchasing an additional 249,351 shares in the last quarter. Raymond James Financial Inc. bought a new stake in iShares ESG Aware MSCI USA ETF in the 4th quarter worth about $26,200,000. Ashton Thomas Private Wealth LLC bought a new stake in iShares ESG Aware MSCI USA ETF in the 4th quarter worth about $22,141,000. Clarius Group LLC grew its position in iShares ESG Aware MSCI USA ETF by 1,458.7% in the 4th quarter. Clarius Group LLC now owns 160,932 shares of the company’s stock worth $20,731,000 after purchasing an additional 150,607 shares in the last quarter. Finally, Client 1ST Advisory Group LLC bought a new stake in iShares ESG Aware MSCI USA ETF in the 4th quarter worth about $12,625,000.

iShares ESG Aware MSCI USA ETF Stock Performance

Shares of ESGU stock opened at $122.83 on Friday. iShares ESG Aware MSCI USA ETF has a 52-week low of $108.40 and a 52-week high of $134.50. The company has a 50-day simple moving average of $130.10 and a two-hundred day simple moving average of $128.69. The company has a market capitalization of $13.18 billion, a price-to-earnings ratio of 27.09 and a beta of 1.02.

iShares ESG Aware MSCI USA ETF Cuts Dividend

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