Balanced Rock Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Balanced Rock Investment Advisors’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	$5.88M	Sell	35,948 -43	-0.1%	-$6.8K	3.67%	6
2026 Q1	$5.09M	Buy	35,991 +509	+1%	+$75.3K	3.57%	6
2025 Q4	$5.29M	Buy	35,482 +1,926	+6%	+$285K	3.76%	5
2025 Q3	$4.89M	Sell	33,556 -418	-1%	-$58.5K	3.57%	5
2025 Q2	$4.6M	Buy	33,974 +8,083	+31%	+$1.01M	3.61%	5
2025 Q1	$3.16M	Buy	25,891 +1,377	+6%	+$177K	2.52%	12
2024 Q4	$3.16M	Sell	24,514 -610	-2%	-$79K	2.5%	10
2024 Q3	$3.17M	Buy	25,124 +281	+1%	+$34.1K	2.49%	12
2024 Q2	$2.96M	Buy	24,843 +62	+0.3%	+$7.12K	2.49%	12
2024 Q1	$2.85M	Buy	24,781 +8,190	+49%	+$897K	2.43%	12
2023 Q4	$1.74M	Buy	+16,591	New	+$1.62M	1.55%	18

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

Balanced Rock Investment Advisors's ESGU Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.12% in Q2 2026, selling an estimated $6.8K and leaving 35,948 shares worth $5.88M. The position accounts for 3.67% of the portfolio, ranked #6.

Balanced Rock Investment Advisors first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Balanced Rock Investment Advisors held 35,948 shares of iShares ESG Aware MSCI USA ETF worth $5.88M as of Q2 2026.
Balanced Rock Investment Advisors sold 43 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $6.8K.
iShares ESG Aware MSCI USA ETF made up 3.67% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #6 holding.
Balanced Rock Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.