Annis Gardner Whiting Capital Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Annis Gardner Whiting Capital 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	$2.84M	Sell	17,323 -195	-1%	-$30.8K	0.43%	40
2026 Q1	$2.48M	Hold	17,518	–	–	0.4%	37
2025 Q4	$2.61M	Sell	17,518 -199	-1%	-$29.4K	0.49%	28
2025 Q3	$2.58M	Hold	17,717	–	–	0.53%	30
2025 Q2	$2.4M	Buy	17,717 +236	+1%	+$29.5K	0.83%	16
2025 Q1	$2.13M	Sell	17,481 -17	-0.1%	-$2.19K	0.9%	18
2024 Q4	$2.25M	Sell	17,498 -24	-0.1%	-$3.11K	0.63%	22
2024 Q3	$2.21M	Buy	17,522 +2,878	+20%	+$349K	0.62%	20
2024 Q2	$1.75M	Buy	14,644 +38	+0.3%	+$4.36K	0.5%	30
2024 Q1	$1.68M	Buy	14,606 +6,273	+75%	+$687K	0.6%	21
2023 Q4	$874K	Buy	8,333 +27	+0.3%	+$2.64K	0.39%	46
2023 Q3	$783K	Buy	+8,306	New	+$813K	0.42%	40

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

Annis Gardner Whiting Capital Advisors's ESGU Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.1% in Q2 2026, selling an estimated $30.8K and leaving 17,323 shares worth $2.84M. The position accounts for 0.43% of the portfolio, ranked #40.

Annis Gardner Whiting Capital Advisors first reported a position in ESGU in Q3 2023 and has held it in 12 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 17,323 shares of iShares ESG Aware MSCI USA ETF worth $2.84M as of Q2 2026.
Annis Gardner Whiting Capital Advisors sold 195 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $30.8K.
iShares ESG Aware MSCI USA ETF made up 0.43% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #40 holding.
Annis Gardner Whiting Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and has held it in 12 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.