Private Advisor Group LLC Has $6.21 Million Holdings in iShares ESG Aware MSCI USA ETF $ESGU

Posted by Stanley Muller on Jul 7th, 2026

Private Advisor Group LLC increased its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 8.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 43,888 shares of the company’s stock after purchasing an additional 3,315 shares during the quarter. Private Advisor Group LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $6,207,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the company. Concurrent Investment Advisors LLC boosted its position in shares of 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 acquiring an additional 5,529 shares in the last quarter. HF Advisory Group LLC increased its stake in iShares ESG Aware MSCI USA ETF by 450.6% in the fourth quarter. HF Advisory Group LLC now owns 110,237 shares of the company’s stock valued at $16,423,000 after acquiring an additional 90,214 shares during the last quarter. Chatterton & Associates Inc. acquired a new position in iShares ESG Aware MSCI USA ETF during the fourth quarter valued at approximately $559,000. Asempa Wealth Advisors acquired a new position in iShares ESG Aware MSCI USA ETF during the fourth quarter valued at approximately $693,000. Finally, Higgins & Schmidt Wealth Strategies LLC raised its position in iShares ESG Aware MSCI USA ETF by 37.3% during the fourth quarter. Higgins & Schmidt Wealth Strategies LLC now owns 17,445 shares of the company’s stock valued at $2,599,000 after purchasing an additional 4,739 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Trading Down 0.6%

NASDAQ ESGU traded down $0.98 on Tuesday, hitting $164.00. 32,116 shares of the company’s stock were exchanged, compared to its average volume of 556,839. The stock has a 50-day moving average of $161.62 and a 200-day moving average of $153.03. The stock has a market cap of $17.77 billion, a price-to-earnings ratio of 25.34 and a beta of 1.03. iShares ESG Aware MSCI USA ETF has a 52 week low of $134.82 and a 52 week high of $166.46.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, June 18th. Stockholders of record on Monday, June 15th were issued a dividend of $0.3431 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $1.37 dividend on an annualized basis and a dividend yield of 0.8%.

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.