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

APS Management 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	$746K	Buy	4,557 +39	+0.9%	+$6.17K	0.57%	41
2026 Q1	$639K	Sell	4,518 -254	-5%	-$37.6K	0.55%	41
2025 Q4	$711K	Buy	4,772 +8	+0.2%	+$1.18K	0.61%	39
2025 Q3	$694K	Buy	+4,764	New	+$667K	0.61%	42

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

APS Management Group's ESGU Position: Q2 2026 in Review

APS Management Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.86% in Q2 2026, buying an estimated $6.17K and bringing the position to 4,557 shares worth $746K. The position accounts for 0.57% of the portfolio, ranked #41.

APS Management Group first reported a position in ESGU in Q3 2025 and has held it in 4 quarters since. 860 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

APS Management Group held 4,557 shares of iShares ESG Aware MSCI USA ETF worth $746K as of Q2 2026.
APS Management Group bought 39 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $6.17K.
iShares ESG Aware MSCI USA ETF made up 0.57% of APS Management Group's portfolio in Q2 2026, its #41 holding.
APS Management Group first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2025 and has held it in 4 quarters since.
860 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on APS Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.