OLIO Financial Planning Lowers Stock Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

OLIO Financial Planning lessened its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 20.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 14,239 shares of the company’s stock after selling 3,754 shares during the period. iShares ESG Aware MSCI USA ETF accounts for approximately 0.6% of OLIO Financial Planning’s holdings, making the stock its 17th biggest position. OLIO Financial Planning’s holdings in iShares ESG Aware MSCI USA ETF were worth $1,834,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of ESGU. Renaissance Technologies LLC increased its position in iShares ESG Aware MSCI USA ETF by 135.0% during the 2nd quarter. Renaissance Technologies LLC now owns 32,200 shares of the company’s stock valued at $3,842,000 after buying an additional 18,500 shares in the last quarter. Marshall Wace LLP bought a new position in shares of iShares ESG Aware MSCI USA ETF during the second quarter valued at $1,084,000. Creative Planning raised its position in shares of iShares ESG Aware MSCI USA ETF by 3.3% in the 2nd quarter. Creative Planning now owns 266,093 shares of the company’s stock worth $31,750,000 after purchasing an additional 8,581 shares during the last quarter. Magnolia Capital Advisors LLC bought a new position in iShares ESG Aware MSCI USA ETF in the 2nd quarter worth about $1,528,000. Finally, EP Wealth Advisors LLC boosted its stake in iShares ESG Aware MSCI USA ETF by 12.4% in the 2nd quarter. EP Wealth Advisors LLC now owns 11,073 shares of the company’s stock worth $1,321,000 after purchasing an additional 1,223 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Stock Performance

NASDAQ:ESGU opened at $133.88 on Monday. The firm has a market cap of $14.30 billion, a P/E ratio of 25.85 and a beta of 1.02. iShares ESG Aware MSCI USA ETF has a fifty-two week low of $106.30 and a fifty-two week high of $134.50. The firm has a 50-day simple moving average of $131.30 and a two-hundred day simple moving average of $126.40.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company also recently disclosed a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were issued a $0.408 dividend. The ex-dividend date of this dividend was Tuesday, December 17th.

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.