AF
ESGU icon

Allworth Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Allworth Financial’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 		$2.02M Sell
12,372
-355
-3% -$56.1K 0.01% 529
2026
Q1 		$1.8M Sell
12,727
-105
-0.8% -$15.5K 0.01% 557
2025
Q4 		$1.91M Sell
12,832
-279
-2% -$41.3K 0.01% 532
2025
Q3 		$1.91M Sell
13,111
-111
-0.8% -$15.5K 0.01% 514
2025
Q2 		$1.79M Sell
13,222
-1,060
-7% -$132K 0.01% 507
2025
Q1 		$1.7M Sell
14,282
-224
-2% -$28.8K 0.01% 431
2024
Q4 		$1.94M Buy
14,506
+599
+4% +$77.6K 0.01% 408
2024
Q3 		$1.75M Sell
13,907
-734
-5% -$89.1K 0.01% 359
2024
Q2 		$1.76M Sell
14,641
-3,439
-19% -$395K 0.01% 352
2024
Q1 		$2.08M Sell
18,080
-2,958
-14% -$324K 0.01% 313
2023
Q4 		$2.21M Sell
21,038
-19,950
-49% -$1.95M 0.02% 290
2023
Q3 		$3.85M Sell
40,988
-28,868
-41% -$2.83M 0.03% 193
2023
Q2 		$6.81M Sell
69,856
-38,720
-36% -$3.58M 0.06% 135
2023
Q1 		$9.82M Buy
108,576
+100,220
+1,199% +$8.86M 0.1% 99
2022
Q4 		$708K Buy
8,356
+90
+1% +$7.68K 0.01% 395
2022
Q3 		$656K Sell
8,266
-93
-1% -$8.24K 0.01% 380
2022
Q2 		$701K Buy
8,359
+412
+5% +$37.6K 0.01% 351
2022
Q1 		$805K Sell
7,947
-18,656
-70% -$1.87M 0.01% 333
2021
Q4 		$2.87M Buy
26,603
+26,101
+5,199% +$2.74M 0.04% 163
2021
Q3 		$49K Hold
502
– – ﹤0.01% 780
2021
Q2 		$49K Hold
502
– – ﹤0.01% 623
2021
Q1 		$46K Buy
502
+209
+71% +$18.6K ﹤0.01% 592
2020
Q4 		$25K Buy
+293
New +$23.8K ﹤0.01% 609
2020
Q1 		– Sell
-156
Closed -$11K – 1259
2019
Q4 		$11K Buy
+156
New +$10.6K ﹤0.01% 625

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

Allworth Financial's ESGU Position: Q2 2026 in Review

Allworth Financial reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.8% in Q2 2026, selling an estimated $56.1K and leaving 12,372 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #529.

Allworth Financial first reported a position in ESGU in Q4 2019 and has held it in 24 quarters since. The position peaked at $9.82M in Q1 2023. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Allworth Financial held 12,372 shares of iShares ESG Aware MSCI USA ETF worth $2.02M as of Q2 2026.
  • Allworth Financial sold 355 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $56.1K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #529 holding.
  • Allworth Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and has held it in 24 quarters since.
  • Allworth Financial's iShares ESG Aware MSCI USA ETF position peaked at $9.82M in Q1 2023.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.