Bellwether Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bellwether 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	$374K	Buy	2,288 +40	+2%	+$6.32K	0.06%	136
2026 Q1	$318K	Hold	2,248	–	–	0.05%	130
2025 Q4	$335K	Hold	2,248	–	–	0.05%	104
2025 Q3	$327K	Buy	2,248 +24	+1%	+$3.36K	0.05%	111
2025 Q2	$301K	Hold	2,224	–	–	0.05%	103
2025 Q1	$271K	Hold	2,224	–	–	0.06%	105
2024 Q4	$286K	Hold	2,224	–	–	0.05%	110
2024 Q3	$281K	Buy	2,224 +55	+3%	+$6.68K	0.05%	103
2024 Q2	$259K	Hold	2,169	–	–	0.05%	105
2024 Q1	$249K	Buy	+2,169	New	+$238K	0.05%	109
2023 Q2	–	Sell	-1,360	Closed	-$123K	–	210
2023 Q1	$123K	Hold	1,360	–	–	0.03%	148
2022 Q4	$115K	Sell	1,360 -12	-0.9%	-$1.02K	0.03%	148
2022 Q3	$108K	Hold	1,372	–	–	0.04%	123
2022 Q2	$115K	Hold	1,372	–	–	0.04%	132
2022 Q1	$139K	Sell	1,372 -24	-2%	-$2.4K	0.04%	147
2021 Q4	$150K	Sell	1,396 -35	-2%	-$3.67K	0.05%	135
2021 Q3	$140K	Hold	1,431	–	–	0.05%	159
2021 Q2	$140K	Buy	1,431 +862	+151%	+$82.5K	0.05%	140
2021 Q1	$51K	Hold	569	–	–	0.02%	167
2020 Q4	$48K	Buy	+569	New	+$46.2K	0.02%	165

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

Bellwether Advisors's ESGU Position: Q2 2026 in Review

Bellwether Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.8% in Q2 2026, buying an estimated $6.32K and bringing the position to 2,288 shares worth $374K. The position accounts for 0.06% of the portfolio, ranked #136.

Bellwether Advisors first reported a position in ESGU in Q4 2020 and has held it in 20 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Bellwether Advisors held 2,288 shares of iShares ESG Aware MSCI USA ETF worth $374K as of Q2 2026.
Bellwether Advisors bought 40 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $6.32K.
iShares ESG Aware MSCI USA ETF made up 0.06% of Bellwether Advisors's portfolio in Q2 2026, its #136 holding.
Bellwether Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 20 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.