Balance Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Balance Wealth’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	$4.2M	Sell	25,646 -461	-2%	-$72.9K	1.12%	20
2026 Q1	$3.69M	Sell	26,107 -374	-1%	-$55.3K	1.15%	23
2025 Q4	$3.95M	Sell	26,481 -154	-0.6%	-$22.8K	1.27%	17
2025 Q3	$3.88M	Buy	26,635 +3,065	+13%	+$429K	0.96%	17
2025 Q2	$3.19M	Sell	23,570 -569	-2%	-$71K	1.87%	11
2025 Q1	$2.94M	Buy	+24,139	New	+$3.11M	1.91%	13

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

Balance Wealth's ESGU Position: Q2 2026 in Review

Balance Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.8% in Q2 2026, selling an estimated $72.9K and leaving 25,646 shares worth $4.2M. The position accounts for 1.12% of the portfolio, ranked #20.

Balance Wealth first reported a position in ESGU in Q1 2025 and has held it in 6 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Balance Wealth held 25,646 shares of iShares ESG Aware MSCI USA ETF worth $4.2M as of Q2 2026.
Balance Wealth sold 461 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $72.9K.
iShares ESG Aware MSCI USA ETF made up 1.12% of Balance Wealth's portfolio in Q2 2026, its #20 holding.
Balance Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.