Sofi Wealth LLC Has $2.12 Million Position in iShares ESG Aware MSCI USA ETF $ESGU

Posted by Sarita Garza on Jan 5th, 2026

Sofi Wealth LLC increased its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 40.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,538 shares of the company’s stock after purchasing an additional 4,208 shares during the period. iShares ESG Aware MSCI USA ETF accounts for 0.1% of Sofi Wealth LLC’s portfolio, making the stock its 28th largest holding. Sofi Wealth LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $2,117,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently bought and sold shares of the company. Ally Invest Advisors Inc. increased its holdings in iShares ESG Aware MSCI USA ETF by 1.8% in the second quarter. Ally Invest Advisors Inc. now owns 332,448 shares of the company’s stock valued at $44,980,000 after purchasing an additional 6,001 shares during the last quarter. B. Riley Wealth Advisors Inc. acquired a new position in shares of iShares ESG Aware MSCI USA ETF during the 2nd quarter worth about $645,000. Flow Traders U.S. LLC acquired a new position in shares of iShares ESG Aware MSCI USA ETF during the 2nd quarter worth about $2,001,000. Gilbert Capital Group Inc. bought a new stake in shares of iShares ESG Aware MSCI USA ETF in the 2nd quarter valued at about $3,103,000. Finally, Acorns Advisers LLC raised its position in shares of iShares ESG Aware MSCI USA ETF by 5.2% in the 2nd quarter. Acorns Advisers LLC now owns 2,525,401 shares of the company’s stock valued at $341,687,000 after acquiring an additional 124,793 shares during the period.

iShares ESG Aware MSCI USA ETF Stock Performance

Shares of NASDAQ ESGU opened at $149.19 on Monday. iShares ESG Aware MSCI USA ETF has a 52-week low of $105.18 and a 52-week high of $151.16. The stock has a market cap of $15.51 billion, a P/E ratio of 25.34 and a beta of 1.03. The firm has a 50 day moving average price of $148.63 and a 200 day moving average price of $143.39.

iShares ESG Aware MSCI USA ETF Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, December 19th. Stockholders of record on Tuesday, December 16th were issued a $0.4554 dividend. This is a positive change from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.37. The ex-dividend date of this dividend was Tuesday, December 16th. This represents a $1.82 annualized dividend and a dividend yield of 1.2%.

iShares ESG Aware MSCI USA ETF 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.