Aspiriant LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Aspiriant LLC’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	$842K	Hold	5,145	–	–	0.02%	188
2026 Q1	$728K	Sell	5,145 -1	-0%	-$148	0.02%	185
2025 Q4	$767K	Buy	5,146 +64	+1%	+$9.46K	0.02%	176
2025 Q3	$740K	Hold	5,082	–	–	0.02%	171
2025 Q2	$688K	Buy	+5,082	New	+$634K	0.02%	173
2022 Q3	–	Sell	-14,627	Closed	-$1.23M	–	269
2022 Q2	$1.23M	Buy	+14,627	New	+$1.34M	0.06%	107

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

Aspiriant LLC's ESGU Position: Q2 2026 in Review

Aspiriant LLC held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 5,145 shares worth $842K. The position accounts for 0.02% of the portfolio, ranked #188.

Aspiriant LLC first reported a position in ESGU in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.23M in Q2 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Aspiriant LLC held 5,145 shares of iShares ESG Aware MSCI USA ETF worth $842K as of Q2 2026.
Aspiriant LLC left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.02% of Aspiriant LLC's portfolio in Q2 2026, its #188 holding.
Aspiriant LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 6 quarters since.
Aspiriant LLC's iShares ESG Aware MSCI USA ETF position peaked at $1.23M in Q2 2022.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.