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Atria Investments’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Atria Investments’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 		$825K Sell
5,038
-2,064
-29% -$326K 0.01% 1220
2026
Q1 		$1M Buy
7,102
+510
+8% +$75.5K 0.01% 1050
2025
Q4 		$982K Sell
6,592
-362
-5% -$53.5K 0.01% 1079
2025
Q3 		$1.01M Buy
6,954
+2,041
+42% +$286K 0.01% 1051
2025
Q2 		$665K Buy
4,913
+350
+8% +$43.7K 0.01% 1268
2025
Q1 		$556K Sell
4,563
-5,714
-56% -$736K 0.01% 1295
2024
Q4 		$1.32M Sell
10,277
-2,928
-22% -$379K 0.02% 849
2024
Q3 		$1.67M Sell
13,205
-1,571
-11% -$191K 0.02% 732
2024
Q2 		$1.76M Sell
14,776
-13,852
-48% -$1.59M 0.02% 692
2024
Q1 		$3.29M Sell
28,628
-123,929
-81% -$13.6M 0.05% 471
2023
Q4 		$16M Buy
152,557
+7,545
+5% +$739K 0.25% 88
2023
Q3 		$13.6M Sell
145,012
-47,185
-25% -$4.62M 0.24% 85
2023
Q2 		$18.7M Sell
192,197
-21,804
-10% -$2.01M 0.34% 57
2023
Q1 		$19.4M Sell
214,001
-278,752
-57% -$24.6M 0.37% 57
2022
Q4 		$41.8M Sell
492,753
-119,927
-20% -$10.2M 0.86% 12
2022
Q3 		$48.7M Sell
612,680
-122,950
-17% -$10.9M 1.07% 8
2022
Q2 		$61.7M Sell
735,630
-75,226
-9% -$6.87M 1.29% 6
2022
Q1 		$82.2M Buy
810,856
+125,923
+18% +$12.6M 1.44% 4
2021
Q4 		$73.9M Sell
684,933
-17,735
-3% -$1.86M 1.32% 5
2021
Q3 		$69.2M Buy
702,668
+170,336
+32% +$17.3M 1.25% 7
2021
Q2 		$52.4M Buy
532,332
+71,537
+16% +$6.84M 1.01% 13
2021
Q1 		$41.9M Sell
460,795
-35,547
-7% -$3.16M 0.93% 14
2020
Q4 		$42.7M Buy
496,342
+153,597
+45% +$12.5M 1.03% 13
2020
Q3 		$26.1M Buy
342,745
+69,167
+25% +$5.21M 0.79% 19
2020
Q2 		$19.1M Buy
273,578
+134,391
+97% +$8.85M 0.66% 25
2020
Q1 		$8M Buy
+139,187
New +$9.47M 0.61% 38

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

Atria Investments's ESGU Position: Q2 2026 in Review

Atria Investments reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 29% in Q2 2026, selling an estimated $326K and leaving 5,038 shares worth $825K. The position accounts for 0.01% of the portfolio, ranked #1220.

Atria Investments first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. The position peaked at $82.2M in Q1 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Atria Investments held 5,038 shares of iShares ESG Aware MSCI USA ETF worth $825K as of Q2 2026.
  • Atria Investments sold 2,064 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $326K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1220 holding.
  • Atria Investments first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • Atria Investments's iShares ESG Aware MSCI USA ETF position peaked at $82.2M in Q1 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.