AmeriFlex Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

AmeriFlex Group’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	$31.4K	Hold	192	–	–	0.01%	611
2026 Q1	$27.1K	Sell	192 -80	-29%	-$11.8K	0.01%	549
2025 Q4	$40.5K	Sell	272 -271	-50%	-$40.1K	0.02%	457
2025 Q3	$79K	Buy	543 +208	+62%	+$29.1K	0.03%	370
2025 Q2	$44.8K	Buy	335 +87	+35%	+$10.9K	0.02%	401
2025 Q1	$30.3K	Buy	248 +69	+39%	+$8.89K	0.01%	599
2024 Q4	$23.6K	Buy	+179	New	+$23.2K	0.01%	596

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AmeriFlex Group's ESGU Position: Q2 2026 in Review

AmeriFlex Group held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 192 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #611.

AmeriFlex Group first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. The position peaked at $79K in Q3 2025. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

AmeriFlex Group held 192 shares of iShares ESG Aware MSCI USA ETF worth $31.4K as of Q2 2026.
AmeriFlex Group left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.01% of AmeriFlex Group's portfolio in Q2 2026, its #611 holding.
AmeriFlex Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's iShares ESG Aware MSCI USA ETF position peaked at $79K in Q3 2025.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.