1SB
ESGU icon

1ST Source Bank’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

1ST Source Bank’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.38M Buy
14,560
+90
+0.6% +$14.2K 0.11% 98
2026
Q1 		$2.05M Sell
14,470
-385
-3% -$57K 0.11% 97
2025
Q4 		$2.21M Sell
14,855
-464
-3% -$68.6K 0.12% 92
2025
Q3 		$2.23M Hold
15,319
– – 0.12% 91
2025
Q2 		$2.07M Sell
15,319
-59
-0.4% -$7.37K 0.11% 95
2025
Q1 		$1.87M Hold
15,378
– – 0.11% 93
2024
Q4 		$1.98M Buy
15,378
+1,812
+13% +$235K 0.11% 93
2024
Q3 		$1.71M Sell
13,566
-12
-0.1% -$1.46K 0.1% 100
2024
Q2 		$1.62M Buy
13,578
+575
+4% +$66K 0.09% 102
2024
Q1 		$1.49M Buy
13,003
+783
+6% +$85.8K 0.09% 108
2023
Q4 		$1.28M Sell
12,220
-200
-2% -$19.6K 0.08% 115
2023
Q3 		$1.17M Buy
12,420
+438
+4% +$42.9K 0.08% 117
2023
Q2 		$1.17M Buy
11,982
+1,190
+11% +$110K 0.08% 120
2023
Q1 		$976K Buy
10,792
+367
+4% +$32.5K 0.06% 129
2022
Q4 		$884K Hold
10,425
– – 0.06% 140
2022
Q3 		$828K Sell
10,425
-66
-0.6% -$5.84K 0.06% 135
2022
Q2 		$880K Buy
10,491
+3,422
+48% +$313K 0.06% 136
2022
Q1 		$716K Buy
7,069
+995
+16% +$99.7K 0.04% 158
2021
Q4 		$655K Hold
6,074
– – 0.04% 168
2021
Q3 		$598K Buy
6,074
+347
+6% +$35.2K 0.04% 163
2021
Q2 		$564K Buy
5,727
+420
+8% +$40.2K 0.04% 168
2021
Q1 		$482K Buy
+5,307
New +$472K 0.03% 173

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

1ST Source Bank's ESGU Position: Q2 2026 in Review

1ST Source Bank increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.62% in Q2 2026, buying an estimated $14.2K and bringing the position to 14,560 shares worth $2.38M. The position accounts for 0.11% of the portfolio, ranked #98.

1ST Source Bank first reported a position in ESGU in Q1 2021 and has held it in 22 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • 1ST Source Bank held 14,560 shares of iShares ESG Aware MSCI USA ETF worth $2.38M as of Q2 2026.
  • 1ST Source Bank bought 90 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $14.2K.
  • iShares ESG Aware MSCI USA ETF made up 0.11% of 1ST Source Bank's portfolio in Q2 2026, its #98 holding.
  • 1ST Source Bank first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 22 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on 1ST Source Bank's 13F filing for Q2 2026, filed 6 Aug 2026.