Xena Financial Planning LLC Takes $1.37 Million Position in iShares ESG Aware MSCI USA ETF $ESGU

Posted by Latisha Jones on Apr 1st, 2026

Xena Financial Planning LLC purchased a new position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 9,178 shares of the company’s stock, valued at approximately $1,367,000. iShares ESG Aware MSCI USA ETF comprises 1.6% of Xena Financial Planning LLC’s investment portfolio, making the stock its 14th largest holding.

A number of other hedge funds also recently modified their holdings of ESGU. Triumph Capital Management purchased a new position in iShares ESG Aware MSCI USA ETF in the third quarter valued at approximately $34,000. Caitlin John LLC purchased a new stake in iShares ESG Aware MSCI USA ETF in the third quarter worth $36,000. United Financial Planning Group LLC bought a new stake in shares of iShares ESG Aware MSCI USA ETF in the third quarter valued at $39,000. Addison Advisors LLC purchased a new position in shares of iShares ESG Aware MSCI USA ETF during the 3rd quarter valued at $60,000. Finally, Fortitude Family Office LLC lifted its position in shares of iShares ESG Aware MSCI USA ETF by 49.5% during the 3rd quarter. Fortitude Family Office LLC now owns 441 shares of the company’s stock valued at $64,000 after buying an additional 146 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Stock Performance

ESGU stock opened at $141.42 on Wednesday. The stock has a fifty day moving average of $147.34 and a 200-day moving average of $147.68. iShares ESG Aware MSCI USA ETF has a fifty-two week low of $105.18 and a fifty-two week high of $152.31. The company has a market capitalization of $14.87 billion, a price-to-earnings ratio of 25.34 and a beta of 1.03.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm 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. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $1.48 annualized dividend and a yield of 1.0%.

iShares ESG Aware MSCI USA ETF 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.