Arax Advisory Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Arax Advisory Partners’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	$3.06M	Buy	18,695 +16,051	+607%	+$2.54M	0.02%	646
2026 Q1	$375K	Sell	2,644 -11,862	-82%	-$1.75M	0.01%	758
2025 Q4	$2.16M	Buy	+14,506	New	+$2.14M	0.06%	222
2025 Q3	–	Sell	-2,353	Closed	-$318K	–	3803
2025 Q2	$318K	Sell	2,353 -1,359	-37%	-$170K	0.01%	516
2025 Q1	$453K	Buy	3,712 +473	+15%	+$60.9K	0.03%	333
2024 Q4	$417K	Buy	+3,239	New	+$420K	0.03%	335

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

Arax Advisory Partners's ESGU Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 607% in Q2 2026, buying an estimated $2.54M and bringing the position to 18,695 shares worth $3.06M. The position accounts for 0.02% of the portfolio, ranked #646.

Arax Advisory Partners first reported a position in ESGU in Q4 2024 and has held it in 6 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Arax Advisory Partners held 18,695 shares of iShares ESG Aware MSCI USA ETF worth $3.06M as of Q2 2026.
Arax Advisory Partners bought 16,051 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $2.54M.
iShares ESG Aware MSCI USA ETF made up 0.02% of Arax Advisory Partners's portfolio in Q2 2026, its #646 holding.
Arax Advisory Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.