Sand Hill Global Advisors LLC Boosts Stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Posted by Joseph Casey on Apr 8th, 2025

Sand Hill Global Advisors LLC grew its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 5.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 168,668 shares of the company’s stock after buying an additional 8,993 shares during the quarter. iShares ESG Aware MSCI USA ETF accounts for approximately 0.9% of Sand Hill Global Advisors LLC’s holdings, making the stock its 20th biggest holding. Sand Hill Global Advisors LLC owned approximately 0.16% of iShares ESG Aware MSCI USA ETF worth $21,728,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the stock. JPMorgan Chase & Co. increased its position in iShares ESG Aware MSCI USA ETF by 8.5% during the fourth quarter. JPMorgan Chase & Co. now owns 11,904,019 shares of the company’s stock valued at $1,533,476,000 after acquiring an additional 930,784 shares during the last quarter. Envestnet Asset Management Inc. raised its position in iShares ESG Aware MSCI USA ETF by 1.5% in the 4th quarter. Envestnet Asset Management Inc. now owns 2,988,225 shares of the company’s stock worth $384,943,000 after purchasing an additional 43,972 shares during the period. LPL Financial LLC boosted its position in shares of iShares ESG Aware MSCI USA ETF by 16.5% during the fourth quarter. LPL Financial LLC now owns 1,688,041 shares of the company’s stock valued at $217,453,000 after buying an additional 239,232 shares during the period. Brooklyn FI LLC grew its stake in shares of iShares ESG Aware MSCI USA ETF by 6,492.0% during the fourth quarter. Brooklyn FI LLC now owns 685,235 shares of the company’s stock valued at $88,813,000 after buying an additional 674,840 shares during the last quarter. Finally, HighTower Advisors LLC raised its holdings in shares of iShares ESG Aware MSCI USA ETF by 4.8% in the fourth quarter. HighTower Advisors LLC now owns 324,302 shares of the company’s stock worth $41,777,000 after buying an additional 14,794 shares during the period.

iShares ESG Aware MSCI USA ETF Stock Down 0.4 %

ESGU opened at $109.84 on Tuesday. The business has a fifty day moving average of $127.03 and a 200 day moving average of $128.66. iShares ESG Aware MSCI USA ETF has a 52-week low of $105.18 and a 52-week high of $134.50. The stock has a market cap of $11.52 billion, a P/E ratio of 22.80 and a beta of 1.04.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The business also recently declared a dividend, which was paid on Friday, March 21st. Investors of record on Tuesday, March 18th were paid a $0.3282 dividend. The ex-dividend date was Tuesday, March 18th.

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.