34,809 Shares in iShares ESG Aware MSCI USA ETF $ESGU Purchased by Avise Financial Cooperative Inc.

Posted by Tyrone Williams on Jun 5th, 2026

Avise Financial Cooperative Inc. purchased a new position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 34,809 shares of the company’s stock, valued at approximately $5,186,000. iShares ESG Aware MSCI USA ETF accounts for about 4.7% of Avise Financial Cooperative Inc.’s holdings, making the stock its 7th largest holding.

Other institutional investors also recently added to or reduced their stakes in the company. Elyxium Wealth LLC purchased a new position in iShares ESG Aware MSCI USA ETF in the 4th quarter worth about $25,000. Triumph Capital Management purchased a new position in iShares ESG Aware MSCI USA ETF in the 3rd quarter worth about $34,000. Caitlin John LLC purchased a new position in iShares ESG Aware MSCI USA ETF in the 3rd quarter worth about $36,000. United Financial Planning Group LLC purchased a new position in iShares ESG Aware MSCI USA ETF in the 3rd quarter worth about $39,000. Finally, Evolution Wealth Management Inc. increased its stake in iShares ESG Aware MSCI USA ETF by 64.9% in the 4th quarter. Evolution Wealth Management Inc. now owns 282 shares of the company’s stock worth $42,000 after buying an additional 111 shares during the period.

iShares ESG Aware MSCI USA ETF Price Performance

ESGU stock opened at $165.73 on Friday. The company has a market capitalization of $17.52 billion, a PE ratio of 25.34 and a beta of 1.03. iShares ESG Aware MSCI USA ETF has a 12 month low of $129.39 and a 12 month high of $166.46. The firm’s 50-day moving average is $154.86 and its 200 day moving average is $150.82.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 20th. Investors of record on Tuesday, March 17th were paid a $0.3698 dividend. This represents a $1.48 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Tuesday, March 17th.

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.