Planning Alternatives Ltd. ADV Raises Stock Holdings in iShares ESG Aware MSCI USA ETF $ESGU

Posted by on May 23rd, 2026

Planning Alternatives Ltd. ADV lifted its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 9.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 35,770 shares of the company’s stock after buying an additional 3,229 shares during the quarter. iShares ESG Aware MSCI USA ETF makes up about 0.7% of Planning Alternatives Ltd. ADV’s portfolio, making the stock its 14th biggest position. Planning Alternatives Ltd. ADV’s holdings in iShares ESG Aware MSCI USA ETF were worth $5,329,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Caprock Group LLC purchased a new position in iShares ESG Aware MSCI USA ETF during the 3rd quarter worth $495,000. Concurrent Investment Advisors LLC increased its holdings 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 during the period. Chatterton & Associates Inc. purchased a new position in iShares ESG Aware MSCI USA ETF during the 4th quarter worth $559,000. Fisher Asset Management LLC increased its holdings 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 during the period. Finally, Asempa Wealth Advisors purchased a new position in iShares ESG Aware MSCI USA ETF during the 4th quarter worth $693,000.

iShares ESG Aware MSCI USA ETF Stock Up 0.5%

ESGU opened at $162.72 on Friday. The stock’s fifty day moving average is $151.03 and its two-hundred day moving average is $149.77. The company has a market capitalization of $17.20 billion, a P/E ratio of 25.34 and a beta of 1.03. iShares ESG Aware MSCI USA ETF has a 52 week low of $125.98 and a 52 week high of $163.39.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 20th. Shareholders of record on Tuesday, March 17th were issued a dividend of $0.3698 per share. 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.

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Institutional Ownership by Quarter for iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

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