Motive Wealth Advisors Takes $713,000 Position in iShares ESG Aware MSCI USA ETF $ESGU

Posted by Teresa Graham on Mar 31st, 2026

Motive Wealth Advisors bought a new stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund bought 4,789 shares of the company’s stock, valued at approximately $713,000.

A number of other hedge funds have also recently added to or reduced their stakes in ESGU. Triumph Capital Management acquired a new stake in iShares ESG Aware MSCI USA ETF during the third quarter valued at $34,000. Caitlin John LLC acquired a new position in shares of iShares ESG Aware MSCI USA ETF in the third quarter worth about $36,000. United Financial Planning Group LLC acquired a new position in shares of iShares ESG Aware MSCI USA ETF in the third quarter worth about $39,000. Addison Advisors LLC purchased a new stake in shares of iShares ESG Aware MSCI USA ETF during the 3rd quarter worth about $60,000. Finally, Fortitude Family Office LLC boosted its stake 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 worth $64,000 after acquiring an additional 146 shares in the last quarter.

iShares ESG Aware MSCI USA ETF Stock Down 0.3%

NASDAQ:ESGU opened at $137.39 on Tuesday. iShares ESG Aware MSCI USA ETF has a 52 week low of $105.18 and a 52 week high of $152.31. The stock’s 50-day moving average price is $147.46 and its 200-day moving average price is $147.70. The stock has a market capitalization of $14.45 billion, a PE ratio of 25.34 and a beta of 1.03.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, March 20th. Shareholders 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 yield of 1.1%.

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.