Armis Advisers’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Armis Advisers’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	$688K	Buy	4,168 +6	+0.1%	+$949	0.06%	218
2026 Q1	$672K	Hold	4,162	–	–	0.06%	201
2025 Q4	$587K	Buy	4,162 +841	+25%	+$124K	0.07%	204
2025 Q3	$490K	Buy	3,321 +9	+0.3%	+$1.26K	0.04%	194
2025 Q2	$449K	Buy	3,312 +1,506	+83%	+$188K	0.04%	300
2025 Q1	$220K	Sell	1,806 -177	-9%	-$22.8K	0.02%	372
2024 Q4	$255K	Buy	+1,983	New	+$257K	0.03%	297

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

Armis Advisers's ESGU Position: Q2 2026 in Review

Armis Advisers increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.14% in Q2 2026, buying an estimated $949 and bringing the position to 4,168 shares worth $688K. The position accounts for 0.06% of the portfolio, ranked #218.

Armis Advisers first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Armis Advisers held 4,168 shares of iShares ESG Aware MSCI USA ETF worth $688K as of Q2 2026.
Armis Advisers bought 6 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $949.
iShares ESG Aware MSCI USA ETF made up 0.06% of Armis Advisers's portfolio in Q2 2026, its #218 holding.
Armis Advisers first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.