LPL Financial LLC Trims Stake in iShares ESG Aware MSCI USA ETF $ESGU

Posted by Stephan Jacobs on Jun 11th, 2026

LPL Financial LLC trimmed its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 1.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,162,088 shares of the company’s stock after selling 22,433 shares during the period. LPL Financial LLC owned 1.11% of iShares ESG Aware MSCI USA ETF worth $173,128,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of ESGU. Elyxium Wealth LLC purchased a new stake in iShares ESG Aware MSCI USA ETF in the 4th quarter worth approximately $25,000. Triumph Capital Management purchased a new stake in iShares ESG Aware MSCI USA ETF in the 3rd quarter worth approximately $34,000. Caitlin John LLC purchased a new stake in iShares ESG Aware MSCI USA ETF in the 3rd quarter worth approximately $36,000. United Financial Planning Group LLC purchased a new stake in iShares ESG Aware MSCI USA ETF in the 3rd quarter worth approximately $39,000. Finally, Evolution Wealth Management Inc. increased its holdings in iShares ESG Aware MSCI USA ETF by 64.9% in the 4th quarter. Evolution Wealth Management Inc. now owns 282 shares of the company’s stock worth $42,000 after acquiring an additional 111 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Trading Down 1.5%

iShares ESG Aware MSCI USA ETF stock opened at $158.75 on Thursday. The firm has a 50 day moving average of $156.55 and a 200 day moving average of $151.28. The firm has a market capitalization of $16.78 billion, a price-to-earnings ratio of 25.34 and a beta of 1.03. iShares ESG Aware MSCI USA ETF has a 12-month low of $129.39 and a 12-month high of $166.46.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, March 20th. Shareholders of record on Tuesday, March 17th were paid a $0.3698 dividend. This represents a $1.48 annualized dividend and a yield of 0.9%. The ex-dividend date was Tuesday, March 17th.

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.