Arlington Trust’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Arlington Trust’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	$78.6K	Hold	480	–	–	0.01%	218
2026 Q1	$67.9K	Hold	480	–	–	0.01%	195
2025 Q4	$71.5K	Sell	480 -1,040	-68%	-$154K	0.01%	173
2025 Q3	$221K	Hold	1,520	–	–	0.04%	166
2025 Q2	$206K	Hold	1,520	–	–	0.04%	171
2025 Q1	$185K	Buy	1,520 +700	+85%	+$90.1K	0.04%	183
2024 Q4	$106K	Hold	820	–	–	0.02%	259
2024 Q3	$103K	Hold	820	–	–	0.02%	253
2024 Q2	$97.8K	Buy	+820	New	+$94.2K	0.02%	257
2024 Q1	–	Sell	-27	Closed	-$2.83K	–	621
2023 Q4	$2.83K	Buy	+27	New	+$2.64K	﹤0.01%	561

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

Arlington Trust's ESGU Position: Q2 2026 in Review

Arlington Trust held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 480 shares worth $78.6K. The position accounts for 0.01% of the portfolio, ranked #218.

Arlington Trust first reported a position in ESGU in Q4 2023 and has held it in 10 quarters since. The position peaked at $221K in Q3 2025. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Arlington Trust held 480 shares of iShares ESG Aware MSCI USA ETF worth $78.6K as of Q2 2026.
Arlington Trust 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 Arlington Trust's portfolio in Q2 2026, its #218 holding.
Arlington Trust first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
Arlington Trust's iShares ESG Aware MSCI USA ETF position peaked at $221K in Q3 2025.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.