iShares ESG Aware MSCI USA ETF $ESGU Stock Holdings Raised by Diversify Wealth Management LLC

Posted by ABMN Staff on Jul 13th, 2026

Diversify Wealth Management LLC grew its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 283.5% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 21,228 shares of the company’s stock after purchasing an additional 15,693 shares during the quarter. Diversify Wealth Management LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $3,290,000 as of its most recent filing with the SEC.

Several other large investors have also modified their holdings of ESGU. Elyxium Wealth LLC bought a new stake in iShares ESG Aware MSCI USA ETF in the fourth quarter valued at about $25,000. Triumph Capital Management acquired a new stake in iShares ESG Aware MSCI USA ETF during the third quarter valued at approximately $34,000. Evolution Wealth Management Inc. lifted its holdings in iShares ESG Aware MSCI USA ETF by 64.9% during the 4th quarter. Evolution Wealth Management Inc. now owns 282 shares of the company’s stock worth $42,000 after buying an additional 111 shares during the last quarter. Commonwealth Retirement Investments LLC bought a new position in iShares ESG Aware MSCI USA ETF during the 4th quarter worth approximately $42,000. Finally, Key Capital Management INC bought a new stake in shares of iShares ESG Aware MSCI USA ETF in the 4th quarter valued at approximately $47,000.

iShares ESG Aware MSCI USA ETF Stock Performance

ESGU stock opened at $165.68 on Monday. The firm has a market cap of $17.98 billion, a P/E ratio of 25.34 and a beta of 1.03. iShares ESG Aware MSCI USA ETF has a 12-month low of $134.82 and a 12-month high of $166.46. The stock’s 50 day simple moving average is $162.37 and its 200 day simple moving average is $153.50.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, June 18th. Stockholders of record on Monday, June 15th were given a $0.3431 dividend. This represents a $1.37 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date 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.