Patriot Financial Group Insurance Agency LLC Raises Stock Holdings in iShares ESG Aware MSCI USA ETF $ESGU

Posted by Teresa Graham on Jun 30th, 2026

Patriot Financial Group Insurance Agency LLC boosted its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 95.2% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned 11,320 shares of the company’s stock after acquiring an additional 5,520 shares during the quarter. Patriot Financial Group Insurance Agency LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $1,601,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Elyxium Wealth LLC purchased a new position in shares of iShares ESG Aware MSCI USA ETF in the fourth quarter worth about $25,000. Triumph Capital Management acquired a new stake in shares of iShares ESG Aware MSCI USA ETF during the third quarter worth about $34,000. Caitlin John LLC purchased a new stake in iShares ESG Aware MSCI USA ETF in the third quarter valued at approximately $36,000. United Financial Planning Group LLC purchased a new stake in iShares ESG Aware MSCI USA ETF in the third quarter valued at approximately $39,000. Finally, Commonwealth Retirement Investments LLC acquired a new position in iShares ESG Aware MSCI USA ETF in the 4th quarter worth approximately $42,000.

iShares ESG Aware MSCI USA ETF Trading Up 1.5%

ESGU opened at $162.54 on Tuesday. iShares ESG Aware MSCI USA ETF has a 12-month low of $134.52 and a 12-month high of $166.46. The firm has a market capitalization of $17.18 billion, a PE ratio of 25.34 and a beta of 1.03. The firm has a 50 day moving average of $160.66 and a two-hundred day moving average of $152.53.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, June 18th. Stockholders of record on Monday, June 15th were paid a $0.3431 dividend. The ex-dividend date was Monday, June 15th. This represents a $1.37 dividend on an annualized basis and a dividend yield of 0.8%.

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.