MA Private Wealth Cuts Stock Holdings in iShares ESG Aware MSCI USA ETF $ESGU

Posted by Mark Dietrich on Oct 10th, 2025

MA Private Wealth decreased its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 14.6% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 25,093 shares of the company’s stock after selling 4,276 shares during the quarter. iShares ESG Aware MSCI USA ETF accounts for 0.6% of MA Private Wealth’s portfolio, making the stock its 26th largest position. MA Private Wealth’s holdings in iShares ESG Aware MSCI USA ETF were worth $3,395,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the company. Blair William & Co. IL grew its holdings in shares of iShares ESG Aware MSCI USA ETF by 1.3% during the second quarter. Blair William & Co. IL now owns 12,266 shares of the company’s stock valued at $1,660,000 after buying an additional 161 shares during the last quarter. Leo Wealth LLC boosted its holdings in iShares ESG Aware MSCI USA ETF by 0.4% in the second quarter. Leo Wealth LLC now owns 18,393 shares of the company’s stock worth $2,489,000 after purchasing an additional 76 shares during the last quarter. Peak Financial Management Inc. boosted its holdings in iShares ESG Aware MSCI USA ETF by 2.3% in the second quarter. Peak Financial Management Inc. now owns 3,754 shares of the company’s stock worth $508,000 after purchasing an additional 85 shares during the last quarter. Valmark Advisers Inc. boosted its holdings in iShares ESG Aware MSCI USA ETF by 0.8% in the second quarter. Valmark Advisers Inc. now owns 12,086 shares of the company’s stock worth $1,635,000 after purchasing an additional 91 shares during the last quarter. Finally, Sax Wealth Advisors LLC purchased a new stake in iShares ESG Aware MSCI USA ETF in the second quarter worth approximately $262,000.

iShares ESG Aware MSCI USA ETF Trading Down 0.3%

Shares of ESGU stock opened at $146.78 on Friday. iShares ESG Aware MSCI USA ETF has a 12-month low of $105.18 and a 12-month high of $147.36. The firm’s 50 day moving average is $142.31 and its 200 day moving average is $132.57. The stock has a market capitalization of $15.04 billion, a P/E ratio of 25.34 and a beta of 1.02.

iShares ESG Aware MSCI USA ETF Increases Dividend

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

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.