Factor Wealth Management LTD Invests $599,000 in iShares ESG Aware MSCI USA ETF $ESGU

Posted by ABMN Staff on Jun 25th, 2026

Factor Wealth Management LTD purchased a new position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 4,235 shares of the company’s stock, valued at approximately $599,000.

Several other hedge funds have also recently bought and sold shares of ESGU. Brighton Jones LLC purchased a new position in shares of iShares ESG Aware MSCI USA ETF in the fourth quarter valued at $419,000. AQR Capital Management LLC purchased a new stake in shares of iShares ESG Aware MSCI USA ETF in the 1st quarter worth about $824,000. Jane Street Group LLC acquired a new stake in iShares ESG Aware MSCI USA ETF in the 1st quarter valued at about $5,173,000. First Trust Advisors LP grew its stake in iShares ESG Aware MSCI USA ETF by 15.5% in the 2nd quarter. First Trust Advisors LP now owns 6,463 shares of the company’s stock valued at $874,000 after acquiring an additional 866 shares during the last quarter. Finally, Baird Financial Group Inc. increased its holdings in iShares ESG Aware MSCI USA ETF by 2.0% during the 2nd quarter. Baird Financial Group Inc. now owns 12,861 shares of the company’s stock valued at $1,740,000 after acquiring an additional 258 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Trading Down 0.1%

Shares of ESGU opened at $160.62 on Thursday. The stock has a market cap of $16.98 billion, a P/E ratio of 25.34 and a beta of 1.03. The company has a 50-day moving average of $160.09 and a two-hundred day moving average of $152.28. iShares ESG Aware MSCI USA ETF has a 12-month low of $132.53 and a 12-month high of $166.46.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, June 18th. Stockholders of record on Monday, June 15th were paid a dividend of $0.3431 per share. This represents a $1.37 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend was Monday, June 15th.

iShares ESG Aware MSCI USA ETF Company Profile

(Free Report)

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.