Investor s Fiduciary Advisor Network LLC Cuts Stock Holdings in iShares ESG Aware MSCI USA ETF $ESGU

Posted by Sarita Garza on Sep 5th, 2026

Investor s Fiduciary Advisor Network LLC lessened its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 88.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,368 shares of the company’s stock after selling 10,298 shares during the quarter. Investor s Fiduciary Advisor Network LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $223,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Elyxium Wealth LLC purchased a new position in shares of iShares ESG Aware MSCI USA ETF during the 4th quarter worth $25,000. Triumph Capital Management acquired a new stake in iShares ESG Aware MSCI USA ETF during the third quarter worth about $34,000. Evolution Wealth Management Inc. increased its position in iShares ESG Aware MSCI USA ETF by 64.9% during the fourth quarter. Evolution Wealth Management Inc. now owns 282 shares of the company’s stock worth $42,000 after purchasing an additional 111 shares during the last quarter. Commonwealth Retirement Investments LLC purchased a new position in iShares ESG Aware MSCI USA ETF during the fourth quarter worth about $42,000. Finally, Wellington Grp LLC boosted its holdings in iShares ESG Aware MSCI USA ETF by 74.7% in the 1st quarter. Wellington Grp LLC now owns 304 shares of the company’s stock valued at $43,000 after purchasing an additional 130 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Price Performance

NASDAQ:ESGU opened at $168.70 on Friday. The company’s 50-day moving average is $166.03 and its two-hundred day moving average is $158.03. iShares ESG Aware MSCI USA ETF has a 1-year low of $136.82 and a 1-year high of $170.85. The firm has a market capitalization of $18.30 billion, a price-to-earnings ratio of 25.34 and a beta of 1.03.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Monday, June 15th were given a $0.3431 dividend. This represents a $1.37 annualized dividend and a 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.