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Bangor Savings Bank’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bangor Savings Bank’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 		$1.13M Buy
6,931
+659
+11% +$104K 0.08% 98
2026
Q1 		$887K Buy
6,272
+558
+10% +$82.6K 0.07% 108
2025
Q4 		$851K Sell
5,714
-97
-2% -$14.3K 0.07% 115
2025
Q3 		$846K Sell
5,811
-282
-5% -$39.5K 0.07% 123
2025
Q2 		$824K Sell
6,093
-87
-1% -$10.9K 0.07% 119
2025
Q1 		$753K Sell
6,180
-60
-1% -$7.73K 0.07% 125
2024
Q4 		$804K Sell
6,240
-438
-7% -$56.7K 0.08% 127
2024
Q3 		$843K Sell
6,678
-16,777
-72% -$2.04M 0.08% 127
2024
Q2 		$2.8M Buy
23,455
+47
+0.2% +$5.4K 0.28% 40
2024
Q1 		$2.69M Buy
23,408
+863
+4% +$94.6K 0.28% 40
2023
Q4 		$2.37M Sell
22,545
-1,382
-6% -$135K 0.26% 50
2023
Q3 		$2.25M Sell
23,927
-41
-0.2% -$4.01K 0.27% 50
2023
Q2 		$2.34M Sell
23,968
-587
-2% -$54.2K 0.26% 48
2023
Q1 		$2.22M Buy
24,555
+2,580
+12% +$228K 0.26% 46
2022
Q4 		$1.86M Hold
21,975
– – 0.22% 62
2022
Q3 		$1.75M Hold
21,975
– – 0.2% 69
2022
Q2 		$1.84M Sell
21,975
-72
-0.3% -$6.58K 0.2% 68
2022
Q1 		$2.23M Buy
22,047
+1,260
+6% +$126K 0.24% 55
2021
Q4 		$2.24M Buy
20,787
+1,373
+7% +$144K 0.21% 67
2021
Q3 		$1.91M Buy
19,414
+292
+2% +$29.6K 0.2% 72
2021
Q2 		$1.88M Buy
19,122
+1,340
+8% +$128K 0.21% 66
2021
Q1 		$1.62M Buy
17,782
+343
+2% +$30.5K 0.19% 71
2020
Q4 		$1.5M Buy
+17,439
New +$1.42M 0.2% 69

Other funds holding ESGU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Bangor Savings Bank's ESGU Position: Q2 2026 in Review

Bangor Savings Bank increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 11% in Q2 2026, buying an estimated $104K and bringing the position to 6,931 shares worth $1.13M. The position accounts for 0.08% of the portfolio, ranked #98.

Bangor Savings Bank first reported a position in ESGU in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.8M in Q2 2024. 144 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Bangor Savings Bank held 6,931 shares of iShares ESG Aware MSCI USA ETF worth $1.13M as of Q2 2026.
  • Bangor Savings Bank bought 659 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $104K.
  • iShares ESG Aware MSCI USA ETF made up 0.08% of Bangor Savings Bank's portfolio in Q2 2026, its #98 holding.
  • Bangor Savings Bank first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • Bangor Savings Bank's iShares ESG Aware MSCI USA ETF position peaked at $2.8M in Q2 2024.
  • 144 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Bangor Savings Bank's 13F filing for Q2 2026, filed 6 Jul 2026.