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Alesco Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Alesco Advisors’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 		$39.5M Sell
241,166
-387
-0.2% -$61.2K 0.9% 18
2026
Q1 		$34.2M Sell
241,553
-7,255
-3% -$1.07M 0.87% 18
2025
Q4 		$37.1M Sell
248,808
-2,151
-0.9% -$318K 0.96% 18
2025
Q3 		$36.5M Sell
250,959
-26,604
-10% -$3.73M 0.99% 17
2025
Q2 		$37.6M Sell
277,563
-3,473
-1% -$434K 1.08% 17
2025
Q1 		$34.3M Sell
281,036
-11,919
-4% -$1.53M 1.08% 17
2024
Q4 		$37.7M Sell
292,955
-2,653
-0.9% -$344K 1.19% 17
2024
Q3 		$37.3M Sell
295,608
-8,067
-3% -$980K 1.15% 17
2024
Q2 		$36.2M Sell
303,675
-10,485
-3% -$1.2M 1.19% 16
2024
Q1 		$36.1M Sell
314,160
-7,995
-2% -$876K 1.19% 16
2023
Q4 		$33.8M Sell
322,155
-26,322
-8% -$2.58M 1.19% 17
2023
Q3 		$32.7M Sell
348,477
-16,615
-5% -$1.63M 1.26% 15
2023
Q2 		$35.6M Sell
365,092
-9,893
-3% -$914K 1.28% 15
2023
Q1 		$33.9M Buy
374,985
+6,632
+2% +$586K 1.25% 16
2022
Q4 		$31.2M Sell
368,353
-7,001
-2% -$597K 1.21% 16
2022
Q3 		$29.8M Sell
375,354
-28,525
-7% -$2.53M 1.24% 16
2022
Q2 		$33.9M Buy
403,879
+13,574
+3% +$1.24M 1.31% 16
2022
Q1 		$39.6M Buy
390,305
+6,750
+2% +$676K 1.34% 16
2021
Q4 		$41.4M Buy
383,555
+79,527
+26% +$8.34M 1.38% 16
2021
Q3 		$29.9M Buy
304,028
+282,390
+1,305% +$28.6M 1.06% 16
2021
Q2 		$2.13M Hold
21,638
– – 0.08% 47
2021
Q1 		$1.97M Buy
21,638
+2,315
+12% +$206K 0.07% 48
2020
Q4 		$1.66M Buy
19,323
+1,189
+7% +$96.5K 0.07% 49
2020
Q3 		$1.38M Buy
18,134
+6,750
+59% +$508K 0.06% 53
2020
Q2 		$797K Buy
+11,384
New +$749K 0.04% 75

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

Alesco Advisors's ESGU Position: Q2 2026 in Review

Alesco Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.16% in Q2 2026, selling an estimated $61.2K and leaving 241,166 shares worth $39.5M. The position accounts for 0.9% of the portfolio, ranked #18.

Alesco Advisors first reported a position in ESGU in Q2 2020 and has held it in 25 quarters since. The position peaked at $41.4M in Q4 2021. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Alesco Advisors held 241,166 shares of iShares ESG Aware MSCI USA ETF worth $39.5M as of Q2 2026.
  • Alesco Advisors sold 387 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $61.2K.
  • iShares ESG Aware MSCI USA ETF made up 0.9% of Alesco Advisors's portfolio in Q2 2026, its #18 holding.
  • Alesco Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 25 quarters since.
  • Alesco Advisors's iShares ESG Aware MSCI USA ETF position peaked at $41.4M in Q4 2021.
  • 862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Alesco Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.