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Atomi Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Atomi Financial 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 		$4.32M Buy
26,401
+6,026
+30% +$953K 0.11% 144
2026
Q1 		$2.88M Buy
20,375
+3,590
+21% +$531K 0.09% 183
2025
Q4 		$2.5M Buy
16,785
+1,946
+13% +$288K 0.07% 199
2025
Q3 		$2.16M Buy
14,839
+520
+4% +$72.8K 0.07% 194
2025
Q2 		$1.94M Buy
14,319
+177
+1% +$22.1K 0.07% 191
2025
Q1 		$1.72M Sell
14,142
-3,395
-19% -$437K 0.08% 194
2024
Q4 		$2.26M Buy
17,537
+2,186
+14% +$283K 0.11% 129
2024
Q3 		$1.94M Buy
15,351
+470
+3% +$57.1K 0.12% 139
2024
Q2 		$1.78M Buy
14,881
+10,594
+247% +$1.22M 0.13% 130
2024
Q1 		$493K Buy
+4,287
New +$470K 0.05% 347

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Atomi Financial Group's ESGU Position: Q2 2026 in Review

Atomi Financial Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 30% in Q2 2026, buying an estimated $953K and bringing the position to 26,401 shares worth $4.32M. The position accounts for 0.11% of the portfolio, ranked #144.

Atomi Financial Group first reported a position in ESGU in Q1 2024 and has held it in 10 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Atomi Financial Group held 26,401 shares of iShares ESG Aware MSCI USA ETF worth $4.32M as of Q2 2026.
  • Atomi Financial Group bought 6,026 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $953K.
  • iShares ESG Aware MSCI USA ETF made up 0.11% of Atomi Financial Group's portfolio in Q2 2026, its #144 holding.
  • Atomi Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.