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AlTi Global’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

AlTi Global’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 		$20.2M Sell
123,135
-363
-0.3% -$57.4K 0.42% 36
2026
Q1 		$17.5M Buy
123,498
+5,090
+4% +$753K 0.38% 38
2025
Q4 		$17.6M Buy
118,408
+1,032
+0.9% +$153K 0.38% 36
2025
Q3 		$17.1M Sell
117,376
-1,827
-2% -$256K 0.4% 39
2025
Q2 		$16.1M Sell
119,203
-3,176
-3% -$396K 0.4% 33
2025
Q1 		$14.9M Buy
122,379
+1,149
+0.9% +$148K 0.39% 30
2024
Q4 		$15.6M Sell
121,230
-1,043
-0.9% -$135K 0.38% 36
2024
Q3 		$15.4M Buy
122,273
+625
+0.5% +$75.9K 0.37% 33
2024
Q2 		$14.5M Buy
121,648
+10,014
+9% +$1.15M 0.39% 30
2024
Q1 		$12.8M Buy
111,634
+33,013
+42% +$3.62M 0.36% 34
2023
Q4 		$8.25M Buy
+78,621
New +$7.7M 0.25% 56

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

AlTi Global's ESGU Position: Q2 2026 in Review

AlTi Global reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.29% in Q2 2026, selling an estimated $57.4K and leaving 123,135 shares worth $20.2M. The position accounts for 0.42% of the portfolio, ranked #36.

AlTi Global first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • AlTi Global held 123,135 shares of iShares ESG Aware MSCI USA ETF worth $20.2M as of Q2 2026.
  • AlTi Global sold 363 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $57.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.42% of AlTi Global's portfolio in Q2 2026, its #36 holding.
  • AlTi Global first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.