Baron Silver Stevens Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Baron Silver Stevens Financial 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	$364K	Buy	+2,224	New	+$352K	0.05%	103
2025 Q4	–	Sell	-1,949	Closed	-$284K	–	138
2025 Q3	$284K	Buy	1,949 +275	+16%	+$38.5K	0.04%	113
2025 Q2	$226K	Buy	+1,674	New	+$209K	0.04%	130
2022 Q4	–	Sell	-2,626	Closed	-$2.75M	–	110
2022 Q3	$2.75M	Sell	2,626 -1,174	-31%	-$104K	0.75%	26
2022 Q2	$318K	Buy	+3,800	New	+$347K	0.08%	77

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

Baron Silver Stevens Financial Advisors's ESGU Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 2,224 shares worth $364K. The stake represents 0.05% of the portfolio and ranks #103 among its holdings. This is a return to the name: Baron Silver Stevens Financial Advisors previously reported a position in ESGU as recently as Q3 2025.

Baron Silver Stevens Financial Advisors first reported a position in ESGU in Q2 2022 and has held it in 5 quarters since. The position peaked at $2.75M in Q3 2022. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Baron Silver Stevens Financial Advisors held 2,224 shares of iShares ESG Aware MSCI USA ETF worth $364K as of Q2 2026.
iShares ESG Aware MSCI USA ETF was a new Baron Silver Stevens Financial Advisors position in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.05% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #103 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 5 quarters since.
Baron Silver Stevens Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $2.75M in Q3 2022.
862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.