GeoWealth Management LLC Purchases 6,988 Shares of iShares ESG Aware MSCI USA ETF $ESGU

Posted by Tyrone Williams on Dec 5th, 2025

GeoWealth Management LLC grew its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 57.0% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 19,248 shares of the company’s stock after buying an additional 6,988 shares during the quarter. GeoWealth Management LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $2,604,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Rothschild Investment LLC increased its stake in iShares ESG Aware MSCI USA ETF by 63.0% in the second quarter. Rothschild Investment LLC now owns 269 shares of the company’s stock valued at $36,000 after acquiring an additional 104 shares during the last quarter. Ameriflex Group Inc. lifted its stake in iShares ESG Aware MSCI USA ETF by 35.1% during the second quarter. Ameriflex Group Inc. now owns 335 shares of the company’s stock worth $45,000 after purchasing an additional 87 shares during the last quarter. NorthRock Partners LLC boosted its holdings in shares of iShares ESG Aware MSCI USA ETF by 125.3% in the 2nd quarter. NorthRock Partners LLC now owns 338 shares of the company’s stock valued at $46,000 after purchasing an additional 188 shares in the last quarter. Oliver Lagore Vanvalin Investment Group acquired a new stake in shares of iShares ESG Aware MSCI USA ETF in the 2nd quarter valued at $57,000. Finally, PrairieView Partners LLC increased its stake in shares of iShares ESG Aware MSCI USA ETF by 16.8% in the 2nd quarter. PrairieView Partners LLC now owns 534 shares of the company’s stock valued at $72,000 after purchasing an additional 77 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Stock Performance

iShares ESG Aware MSCI USA ETF stock opened at $149.78 on Friday. iShares ESG Aware MSCI USA ETF has a 52 week low of $105.18 and a 52 week high of $150.93. The stock has a market capitalization of $15.32 billion, a P/E ratio of 25.34 and a beta of 1.03. The stock has a fifty day moving average of $147.13 and a 200-day moving average of $140.33.

iShares ESG Aware MSCI USA ETF Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, September 19th. Shareholders of record on Tuesday, September 16th were paid a dividend of $0.3655 per share. The ex-dividend date of this dividend was Tuesday, September 16th. This is a positive change from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.32. This represents a $1.46 annualized dividend and a yield of 1.0%.

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.