iShares ESG Aware MSCI USA ETF $ESGU Shares Purchased by Joel Isaacson & Co. LLC

Posted by Lindsey Winhoffer on Oct 7th, 2025

Joel Isaacson & Co. LLC raised its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 0.1% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 175,932 shares of the company’s stock after buying an additional 190 shares during the quarter. iShares ESG Aware MSCI USA ETF comprises about 1.0% of Joel Isaacson & Co. LLC’s portfolio, making the stock its 20th biggest holding. Joel Isaacson & Co. LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $23,804,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently bought and sold shares of ESGU. Litman Gregory Wealth Management LLC raised its position in iShares ESG Aware MSCI USA ETF by 7.2% in the second quarter. Litman Gregory Wealth Management LLC now owns 3,424 shares of the company’s stock valued at $463,000 after purchasing an additional 231 shares during the period. Duncan Williams Asset Management LLC acquired a new stake in shares of iShares ESG Aware MSCI USA ETF during the second quarter worth about $1,339,000. Valeo Financial Advisors LLC lifted its position in shares of iShares ESG Aware MSCI USA ETF by 8.5% during the second quarter. Valeo Financial Advisors LLC now owns 48,298 shares of the company’s stock worth $6,535,000 after purchasing an additional 3,797 shares in the last quarter. DAVENPORT & Co LLC boosted its stake in shares of iShares ESG Aware MSCI USA ETF by 15.6% in the second quarter. DAVENPORT & Co LLC now owns 13,632 shares of the company’s stock valued at $1,844,000 after purchasing an additional 1,836 shares during the period. Finally, Global Assets Advisory LLC acquired a new position in shares of iShares ESG Aware MSCI USA ETF in the second quarter valued at approximately $257,000.

iShares ESG Aware MSCI USA ETF Stock Up 0.3%

Shares of ESGU opened at $146.93 on Tuesday. The company has a market cap of $15.05 billion, a P/E ratio of 25.34 and a beta of 1.02. iShares ESG Aware MSCI USA ETF has a fifty-two week low of $105.18 and a fifty-two week high of $147.17. The firm’s 50 day moving average price is $141.82 and its 200 day moving average price is $132.22.

iShares ESG Aware MSCI USA ETF Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, September 19th. Investors of record on Tuesday, September 16th were issued a $0.3655 dividend. This represents a $1.46 dividend on an annualized basis and a yield of 1.0%. This is a boost from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.32. The ex-dividend date was Tuesday, September 16th.

About iShares ESG Aware MSCI USA ETF

(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.