Creative Financial Designs Inc. ADV Sells 415 Shares of iShares ESG Aware MSCI USA ETF $ESGU

Posted by Linda Flegge on Nov 4th, 2025

Creative Financial Designs Inc. ADV lessened its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 25.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,190 shares of the company’s stock after selling 415 shares during the quarter. Creative Financial Designs Inc. ADV’s holdings in iShares ESG Aware MSCI USA ETF were worth $161,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Ameriflex Group Inc. raised its stake in shares of iShares ESG Aware MSCI USA ETF by 35.1% during the second quarter. Ameriflex Group Inc. now owns 335 shares of the company’s stock valued at $45,000 after acquiring an additional 87 shares during the last quarter. NorthRock Partners LLC raised its position in iShares ESG Aware MSCI USA ETF by 125.3% during the 2nd quarter. NorthRock Partners LLC now owns 338 shares of the company’s stock worth $46,000 after purchasing an additional 188 shares during the last quarter. Oliver Lagore Vanvalin Investment Group bought a new position in iShares ESG Aware MSCI USA ETF during the 2nd quarter worth $57,000. PrairieView Partners LLC raised its position in iShares ESG Aware MSCI USA ETF by 16.8% during the 2nd quarter. PrairieView Partners LLC now owns 534 shares of the company’s stock worth $72,000 after purchasing an additional 77 shares during the last quarter. Finally, Cornerstone Planning Group LLC raised its position in iShares ESG Aware MSCI USA ETF by 45.7% during the 1st quarter. Cornerstone Planning Group LLC now owns 596 shares of the company’s stock worth $70,000 after purchasing an additional 187 shares during the last quarter.

iShares ESG Aware MSCI USA ETF Price Performance

Shares of ESGU opened at $149.94 on Tuesday. iShares ESG Aware MSCI USA ETF has a 1 year low of $105.18 and a 1 year high of $150.93. The company has a market capitalization of $15.34 billion, a price-to-earnings ratio of 25.34 and a beta of 1.03. The business has a 50-day moving average of $144.96 and a 200-day moving average of $136.46.

iShares ESG Aware MSCI USA ETF Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, September 19th. Shareholders of record on Tuesday, September 16th were issued a dividend of $0.3655 per share. This represents a $1.46 annualized dividend and a yield of 1.0%. The ex-dividend date was Tuesday, September 16th. This is a positive change from iShares ESG Aware MSCI USA ETF’s previous quarterly dividend of $0.32.

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.