Mission Wealth Management LP Trims Stock Position in iShares ESG Aware MSCI USA ETF $ESGU

Posted by Kim Johansen on May 18th, 2026

Mission Wealth Management LP lowered its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 2.1% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 225,333 shares of the company’s stock after selling 4,818 shares during the period. iShares ESG Aware MSCI USA ETF comprises about 0.7% of Mission Wealth Management LP’s portfolio, making the stock its 26th largest holding. Mission Wealth Management LP owned 0.21% of iShares ESG Aware MSCI USA ETF worth $33,570,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of the stock. Caprock Group LLC acquired a new position in iShares ESG Aware MSCI USA ETF during the 3rd quarter worth $495,000. Concurrent Investment Advisors LLC grew its stake in iShares ESG Aware MSCI USA ETF by 60.6% during the 4th quarter. Concurrent Investment Advisors LLC now owns 14,651 shares of the company’s stock worth $2,183,000 after purchasing an additional 5,529 shares in the last quarter. Chatterton & Associates Inc. acquired a new position in iShares ESG Aware MSCI USA ETF during the 4th quarter worth $559,000. Fisher Asset Management LLC grew its stake in iShares ESG Aware MSCI USA ETF by 5.5% during the 3rd quarter. Fisher Asset Management LLC now owns 71,846 shares of the company’s stock worth $10,461,000 after purchasing an additional 3,743 shares in the last quarter. Finally, Asempa Wealth Advisors acquired a new position in iShares ESG Aware MSCI USA ETF during the 4th quarter worth $693,000.

iShares ESG Aware MSCI USA ETF Price Performance

ESGU opened at $160.80 on Monday. iShares ESG Aware MSCI USA ETF has a 12 month low of $125.98 and a 12 month high of $163.15. The stock has a market capitalization of $17.00 billion, a price-to-earnings ratio of 25.34 and a beta of 1.03. The business has a fifty day moving average price of $149.61 and a 200 day moving average price of $149.36.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 20th. Investors of record on Tuesday, March 17th were paid a dividend of $0.3698 per share. This represents a $1.48 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Tuesday, March 17th.

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.