Ameritas Advisory Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$232K Buy
+1,420
New +$225K ﹤0.01% 1043
2025
Q4
Sell
-547
Closed -$79.6K 1279
2025
Q3
$79.6K Sell
547
-865
-61% -$121K 0.01% 914
2025
Q2
$191K Sell
1,412
-2,145
-60% -$268K 0.01% 750
2025
Q1
$446K Buy
3,557
+37
+1% +$4.76K 0.02% 597
2024
Q4
$453K Sell
3,520
-1,061
-23% -$137K 0.02% 615
2024
Q3
$578K Buy
4,581
+1,334
+41% +$162K 0.02% 516
2024
Q2
$387K Buy
3,247
+3
+0.1% +$345 0.01% 655
2024
Q1
$371K Sell
3,244
-2,188
-40% -$240K 0.02% 639
2023
Q4
$572K Sell
5,432
-3,045
-36% -$298K 0.03% 399
2023
Q3
$796K Buy
+8,477
New +$830K 0.04% 388
2023
Q2
Sell
-8,697
Closed -$790K 1133
2023
Q1
$790K Sell
8,697
-3,633
-29% -$321K 0.04% 366
2022
Q4
$1.04M Buy
12,330
+631
+5% +$53.8K 0.05% 340
2022
Q3
$929K Buy
11,699
+893
+8% +$79.1K 0.06% 291
2022
Q2
$907K Buy
10,806
+2,125
+24% +$194K 0.05% 305
2022
Q1
$880K Buy
8,681
+1,895
+28% +$190K 0.03% 360
2021
Q4
$732K Buy
+6,786
New +$712K 0.03% 402

Other funds holding ESGU

Ameritas Advisory Services's ESGU Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 1,420 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #1043 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in ESGU as recently as Q3 2025.

Ameritas Advisory Services first reported a position in ESGU in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.04M in Q4 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Ameritas Advisory Services held 1,420 shares of iShares ESG Aware MSCI USA ETF worth $232K as of Q2 2026.
  • iShares ESG Aware MSCI USA ETF was a new Ameritas Advisory Services position in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1043 holding.
  • Ameritas Advisory Services first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 16 quarters since.
  • Ameritas Advisory Services's iShares ESG Aware MSCI USA ETF position peaked at $1.04M in Q4 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.