Compound Planning Inc. Raises Position in iShares ESG Aware MSCI USA ETF $ESGU

Posted by Andrew Walz on Jul 25th, 2026

Compound Planning Inc. increased its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 21.4% in the first quarter, Holdings Channel.com reports. The institutional investor owned 20,375 shares of the company’s stock after purchasing an additional 3,590 shares during the quarter. Compound Planning Inc.’s holdings in iShares ESG Aware MSCI USA ETF were worth $2,881,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of ESGU. Elyxium Wealth LLC acquired a new position in iShares ESG Aware MSCI USA ETF during the 4th quarter worth approximately $25,000. Triumph Capital Management acquired a new stake in iShares ESG Aware MSCI USA ETF in the third quarter valued at approximately $34,000. Commonwealth Retirement Investments LLC acquired a new stake in iShares ESG Aware MSCI USA ETF in the fourth quarter valued at approximately $42,000. Evolution Wealth Management Inc. raised its stake in shares of iShares ESG Aware MSCI USA ETF by 64.9% during the fourth quarter. Evolution Wealth Management Inc. now owns 282 shares of the company’s stock valued at $42,000 after purchasing an additional 111 shares during the period. Finally, Key Capital Management INC purchased a new stake in shares of iShares ESG Aware MSCI USA ETF during the fourth quarter valued at approximately $47,000.

iShares ESG Aware MSCI USA ETF Trading Up 0.1%

NASDAQ ESGU opened at $162.05 on Friday. The stock has a market cap of $17.63 billion, a P/E ratio of 25.34 and a beta of 1.03. The company’s fifty day simple moving average is $163.12 and its 200-day simple moving average is $154.43. iShares ESG Aware MSCI USA ETF has a 52 week low of $135.34 and a 52 week high of $166.46.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Monday, June 15th were paid a dividend of $0.3431 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $1.37 annualized dividend and a yield of 0.8%.

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.