Envestnet Asset Management Inc. Boosts Holdings in iShares ESG Aware MSCI USA ETF $ESGU

Posted by Paula Ricardo on Feb 5th, 2026

Envestnet Asset Management Inc. grew its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 24.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,260,765 shares of the company’s stock after purchasing an additional 444,833 shares during the period. Envestnet Asset Management Inc. owned approximately 2.21% of iShares ESG Aware MSCI USA ETF worth $329,167,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC purchased a new position in shares of iShares ESG Aware MSCI USA ETF during the 4th quarter worth approximately $419,000. AQR Capital Management LLC bought a new stake in shares of iShares ESG Aware MSCI USA ETF during the first quarter valued at approximately $824,000. Jane Street Group LLC purchased a new stake in iShares ESG Aware MSCI USA ETF in the first quarter worth $5,173,000. DAVENPORT & Co LLC raised its holdings in 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 worth $1,844,000 after purchasing an additional 1,836 shares in the last quarter. Finally, Sax Wealth Advisors LLC bought a new position in iShares ESG Aware MSCI USA ETF in the second quarter worth $262,000.

iShares ESG Aware MSCI USA ETF Trading Down 0.5%

Shares of ESGU stock opened at $148.97 on Thursday. The company’s fifty day moving average price is $149.98 and its 200-day moving average price is $145.87. The stock has a market cap of $15.66 billion, a PE ratio of 25.34 and a beta of 1.03. iShares ESG Aware MSCI USA ETF has a 12 month low of $105.18 and a 12 month high of $152.31.

iShares ESG Aware MSCI USA ETF Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, December 19th. Shareholders of record on Tuesday, December 16th were issued a $0.4554 dividend. This represents a $1.82 dividend on an annualized basis and a yield of 1.2%. This is a boost from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.37. The ex-dividend date was Tuesday, December 16th.

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.