iShares ESG Aware MSCI USA ETF $ESGU is Yukon Wealth Management Inc.’s 6th Largest Position

Posted by Brian Himes on May 30th, 2026

Yukon Wealth Management Inc. trimmed its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 11.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 42,178 shares of the company’s stock after selling 5,577 shares during the period. iShares ESG Aware MSCI USA ETF accounts for about 3.6% of Yukon Wealth Management Inc.’s holdings, making the stock its 6th largest holding. Yukon Wealth Management Inc.’s holdings in iShares ESG Aware MSCI USA ETF were worth $6,283,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Elyxium Wealth LLC purchased a new stake in iShares ESG Aware MSCI USA ETF during the 4th quarter worth about $25,000. Triumph Capital Management purchased a new stake in iShares ESG Aware MSCI USA ETF during the 3rd quarter worth about $34,000. Caitlin John LLC purchased a new stake in iShares ESG Aware MSCI USA ETF during the 3rd quarter worth about $36,000. United Financial Planning Group LLC purchased a new stake in iShares ESG Aware MSCI USA ETF during the 3rd quarter worth about $39,000. Finally, Key Capital Management INC acquired a new stake in shares of iShares ESG Aware MSCI USA ETF during the fourth quarter worth about $47,000.

iShares ESG Aware MSCI USA ETF Stock Performance

ESGU opened at $165.20 on Friday. The business’s 50-day simple moving average is $152.99 and its 200-day simple moving average is $150.33. iShares ESG Aware MSCI USA ETF has a one year low of $127.64 and a one year high of $165.57. The stock has a market capitalization of $17.46 billion, a P/E ratio of 25.34 and a beta of 1.03.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Tuesday, March 17th were given a dividend of $0.3698 per share. The ex-dividend date was Tuesday, March 17th. This represents a $1.48 dividend on an annualized basis and a dividend yield of 0.9%.

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.