TrueWealth Financial Partners Invests $3.81 Million in iShares ESG Aware MSCI USA ETF $ESGU

Posted by Casey Walker on May 14th, 2026

TrueWealth Financial Partners bought a new position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 25,546 shares of the company’s stock, valued at approximately $3,806,000. iShares ESG Aware MSCI USA ETF comprises approximately 3.1% of TrueWealth Financial Partners’ portfolio, making the stock its 11th biggest holding.

A number of other hedge funds and other institutional investors have also modified their holdings of ESGU. Triumph Capital Management purchased a new stake in shares of iShares ESG Aware MSCI USA ETF during the third quarter worth about $34,000. Caitlin John LLC bought a new stake in iShares ESG Aware MSCI USA ETF in the third quarter valued at about $36,000. United Financial Planning Group LLC bought a new stake in iShares ESG Aware MSCI USA ETF in the third quarter valued at about $39,000. Key Capital Management INC bought a new stake in iShares ESG Aware MSCI USA ETF in the fourth quarter valued at about $47,000. Finally, Camelot Portfolios LLC bought a new stake in iShares ESG Aware MSCI USA ETF in the fourth quarter valued at about $49,000.

iShares ESG Aware MSCI USA ETF Stock Up 0.5%

Shares of iShares ESG Aware MSCI USA ETF stock opened at $161.47 on Thursday. The firm has a market cap of $17.07 billion, a P/E ratio of 25.34 and a beta of 1.03. iShares ESG Aware MSCI USA ETF has a fifty-two week low of $125.98 and a fifty-two week high of $161.78. The business has a 50-day moving average price of $149.08 and a 200 day moving average price of $149.18.

iShares ESG Aware MSCI USA ETF Cuts Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 20th. Investors of record on Tuesday, March 17th were issued 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 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.