BFG
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Beacon Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Beacon Financial Group’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 		$2.42M Sell
14,809
-12
-0.1% -$1.9K 0.22% 103
2026
Q1 		$2.1M Buy
14,821
+194
+1% +$28.7K 0.21% 109
2025
Q4 		$2.18M Buy
14,627
+39
+0.3% +$5.77K 0.22% 108
2025
Q3 		$2.12M Sell
14,588
-749
-5% -$105K 0.21% 110
2025
Q2 		$2.08M Sell
15,337
-41
-0.3% -$5.12K 0.22% 111
2025
Q1 		$1.87M Sell
15,378
-73
-0.5% -$9.4K 0.2% 112
2024
Q4 		$1.99M Sell
15,451
-2
-0% -$259 0.21% 107
2024
Q3 		$1.95M Sell
15,453
-38
-0.2% -$4.61K 0.21% 111
2024
Q2 		$1.85M Sell
15,491
-120
-0.8% -$13.8K 0.21% 114
2024
Q1 		$1.79M Sell
15,611
-1,619
-9% -$177K 0.21% 115
2023
Q4 		$1.81M Buy
17,230
+9,940
+136% +$974K 0.22% 109
2023
Q3 		$340K Sell
7,290
-1,463
-17% -$143K 0.05% 198
2023
Q2 		$843K Sell
8,753
-75
-0.8% -$6.93K 0.11% 144
2023
Q1 		$796K Sell
8,828
-154
-2% -$13.6K 0.11% 149
2022
Q4 		$761K Sell
8,982
-1,605
-15% -$137K 0.1% 153
2022
Q3 		$853K Sell
10,587
-2,682
-20% -$238K 0.13% 144
2022
Q2 		$1.14M Buy
13,269
+2,951
+29% +$270K 0.17% 125
2022
Q1 		$1.06M Buy
10,318
+64
+0.6% +$6.41K 0.14% 141
2021
Q4 		$1.11M Buy
10,254
+758
+8% +$79.5K 0.14% 140
2021
Q3 		$945K Hold
9,496
– – 0.13% 141
2021
Q2 		$941K Sell
9,496
-135
-1% -$12.9K 0.13% 138
2021
Q1 		$845K Hold
9,631
– – 0.13% 140
2020
Q4 		$845K Buy
+9,631
New +$782K 0.13% 141

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Beacon Financial Group's ESGU Position: Q2 2026 in Review

Beacon Financial Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.08% in Q2 2026, selling an estimated $1.9K and leaving 14,809 shares worth $2.42M. The position accounts for 0.22% of the portfolio, ranked #103.

Beacon Financial Group first reported a position in ESGU in Q4 2020 and has held it in 23 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Beacon Financial Group held 14,809 shares of iShares ESG Aware MSCI USA ETF worth $2.42M as of Q2 2026.
  • Beacon Financial Group sold 12 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.22% of Beacon Financial Group's portfolio in Q2 2026, its #103 holding.
  • Beacon Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.