Bank of New Hampshire’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bank of New Hampshire’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	$179K	Sell	1,095 -225	-17%	-$35.6K	0.04%	205
2026 Q1	$187K	Hold	1,320	–	–	0.04%	199
2025 Q4	$197K	Hold	1,320	–	–	0.04%	190
2025 Q3	$192K	Hold	1,320	–	–	0.04%	189
2025 Q2	$179K	Sell	1,320 -200	-13%	-$25K	0.04%	198
2025 Q1	$185K	Sell	1,520 -70	-4%	-$9.02K	0.05%	189
2024 Q4	$205K	Sell	1,590 -70	-4%	-$9.07K	0.05%	182
2024 Q3	$209K	Hold	1,660	–	–	0.05%	186
2024 Q2	$198K	Sell	1,660 -1,100	-40%	-$126K	0.05%	188
2024 Q1	$317K	Sell	2,760 -1,660	-38%	-$182K	0.08%	163
2023 Q4	$464K	Sell	4,420 -2,645	-37%	-$259K	0.13%	136
2023 Q3	$663K	Sell	7,065 -429	-6%	-$42K	0.2%	110
2023 Q2	$730K	Hold	7,494	–	–	0.21%	111
2023 Q1	$678K	Hold	7,494	–	–	0.2%	108
2022 Q4	$635K	Sell	7,494 -1,905	-20%	-$163K	0.19%	117
2022 Q3	$746K	Sell	9,399 -221	-2%	-$19.6K	0.23%	102
2022 Q2	$807K	Sell	9,620 -1,825	-16%	-$167K	0.23%	105
2022 Q1	$1.16M	Sell	11,445 -225	-2%	-$22.5K	0.28%	93
2021 Q4	$1.26M	Buy	11,670 +115	+1%	+$12.1K	0.31%	89
2021 Q3	$1.14M	Hold	11,555	–	–	0.3%	92
2021 Q2	$1.14M	Buy	+11,555	New	+$1.11M	0.3%	92

Other funds holding ESGU

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Bank of New Hampshire's ESGU Position: Q2 2026 in Review

Bank of New Hampshire reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 17% in Q2 2026, selling an estimated $35.6K and leaving 1,095 shares worth $179K. The position accounts for 0.04% of the portfolio, ranked #205.

Bank of New Hampshire first reported a position in ESGU in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.26M in Q4 2021. 572 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Bank of New Hampshire held 1,095 shares of iShares ESG Aware MSCI USA ETF worth $179K as of Q2 2026.
Bank of New Hampshire sold 225 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $35.6K.
iShares ESG Aware MSCI USA ETF made up 0.04% of Bank of New Hampshire's portfolio in Q2 2026, its #205 holding.
Bank of New Hampshire first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and has held it in 21 quarters since.
Bank of New Hampshire's iShares ESG Aware MSCI USA ETF position peaked at $1.26M in Q4 2021.
572 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Bank of New Hampshire's 13F filing for Q2 2026, filed 14 Jul 2026.