Plancorp LLC Sells 3,663 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Plancorp LLC trimmed its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 3.7% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 96,604 shares of the company’s stock after selling 3,663 shares during the quarter. iShares ESG Aware MSCI USA ETF comprises 0.5% of Plancorp LLC’s portfolio, making the stock its 25th biggest holding. Plancorp LLC owned about 0.09% of iShares ESG Aware MSCI USA ETF worth $11,527,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Unique Wealth Strategies LLC acquired a new stake in shares of iShares ESG Aware MSCI USA ETF in the 2nd quarter valued at $34,000. Future Financial Wealth Managment LLC acquired a new stake in shares of iShares ESG Aware MSCI USA ETF during the 1st quarter worth approximately $35,000. Rothschild Investment LLC bought a new stake in shares of iShares ESG Aware MSCI USA ETF during the second quarter worth approximately $35,000. YHB Investment Advisors Inc. bought a new position in iShares ESG Aware MSCI USA ETF in the first quarter valued at approximately $44,000. Finally, Harbor Investment Advisory LLC raised its position in shares of iShares ESG Aware MSCI USA ETF by 33.2% during the 1st quarter. Harbor Investment Advisory LLC now owns 417 shares of the company’s stock valued at $48,000 after acquiring an additional 104 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Trading Up 0.2 %

NASDAQ ESGU opened at $123.84 on Tuesday. iShares ESG Aware MSCI USA ETF has a 12 month low of $89.69 and a 12 month high of $124.11. The stock has a 50-day simple moving average of $120.75 and a 200 day simple moving average of $117.03. The company has a market capitalization of $13.13 billion, a PE ratio of 25.85 and a beta of 1.02.

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.