Tempus Wealth Planning LLC Reduces Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Tempus Wealth Planning LLC lowered its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 5.7% during the first quarter, Holdings Channel reports. The firm owned 18,265 shares of the company’s stock after selling 1,105 shares during the quarter. iShares ESG Aware MSCI USA ETF makes up about 0.9% of Tempus Wealth Planning LLC’s portfolio, making the stock its 24th largest holding. Tempus Wealth Planning LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $2,100,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the company. FMR LLC increased its position in iShares ESG Aware MSCI USA ETF by 20.6% in the 3rd quarter. FMR LLC now owns 42,958 shares of the company’s stock valued at $4,034,000 after acquiring an additional 7,335 shares during the period. Trexquant Investment LP raised its position in iShares ESG Aware MSCI USA ETF by 232.9% during the 3rd quarter. Trexquant Investment LP now owns 18,171 shares of the company’s stock worth $1,706,000 after buying an additional 12,712 shares during the last quarter. Axxcess Wealth Management LLC acquired a new stake in shares of iShares ESG Aware MSCI USA ETF in the 3rd quarter worth $1,649,000. Schroder Investment Management Group increased its stake in shares of iShares ESG Aware MSCI USA ETF by 12.4% during the third quarter. Schroder Investment Management Group now owns 114,563 shares of the company’s stock worth $10,759,000 after acquiring an additional 12,621 shares during the period. Finally, Resource Planning Group raised its holdings in iShares ESG Aware MSCI USA ETF by 32.3% during the third quarter. Resource Planning Group now owns 3,746 shares of the company’s stock worth $352,000 after purchasing an additional 915 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Stock Performance

NASDAQ:ESGU traded up $0.58 during mid-day trading on Thursday, reaching $120.93. The stock had a trading volume of 415,732 shares, compared to its average volume of 900,904. The business has a 50 day simple moving average of $116.31 and a 200 day simple moving average of $111.87. iShares ESG Aware MSCI USA ETF has a twelve month low of $89.69 and a twelve month high of $121.03. The firm has a market capitalization of $13.36 billion, a price-to-earnings ratio of 25.85 and a beta of 1.02.

iShares ESG Aware MSCI USA ETF Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, June 17th. Stockholders of record on Tuesday, June 11th were paid a dividend of $0.2916 per share. This represents a $1.17 annualized dividend and a dividend yield of 0.96%. The ex-dividend date was Tuesday, June 11th.

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.