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Belpointe Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Belpointe Asset Management’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 		$780K Sell
4,765
-1,729
-27% -$273K 0.03% 570
2026
Q1 		$919K Buy
6,494
+2,518
+63% +$373K 0.03% 488
2025
Q4 		$593K Buy
3,976
+1,302
+49% +$193K 0.02% 601
2025
Q3 		$389K Sell
2,674
-1,762
-40% -$247K 0.01% 708
2025
Q2 		$600K Sell
4,436
-1,170
-21% -$146K 0.03% 513
2025
Q1 		$684K Sell
5,606
-3,125
-36% -$402K 0.04% 454
2024
Q4 		$1.08M Buy
8,731
+232
+3% +$30.1K 0.07% 294
2024
Q3 		$1.07M Sell
8,499
-5,290
-38% -$642K 0.06% 293
2024
Q2 		$1.65M Buy
13,789
+10,040
+268% +$1.15M 0.11% 177
2024
Q1 		$431K Sell
3,749
-1,586
-30% -$174K 0.03% 473
2023
Q4 		$560K Sell
5,335
-142
-3% -$13.9K 0.05% 338
2023
Q3 		$514K Buy
5,477
+1,906
+53% +$187K 0.05% 332
2023
Q2 		$348K Sell
3,571
-28,709
-89% -$2.65M 0.04% 399
2023
Q1 		$2.92M Sell
32,280
-36,530
-53% -$3.23M 0.16% 128
2022
Q4 		$5.83M Sell
68,810
-3,540
-5% -$302K 0.35% 46
2022
Q3 		$5.75M Buy
72,350
+398
+0.6% +$35.2K 0.39% 44
2022
Q2 		$6.04M Buy
71,952
+3,431
+5% +$313K 0.4% 40
2022
Q1 		$6.94M Buy
68,521
+11,416
+20% +$1.14M 0.42% 38
2021
Q4 		$6.16M Buy
57,105
+523
+0.9% +$54.9K 0.38% 42
2021
Q3 		$5.57M Buy
56,582
+5,397
+11% +$547K 0.38% 43
2021
Q2 		$5.04M Buy
51,185
+1,833
+4% +$175K 0.36% 49
2021
Q1 		$4.49M Sell
49,352
-361
-0.7% -$32.1K 0.38% 44
2020
Q4 		$4.28M Buy
49,713
+6,428
+15% +$522K 0.38% 50
2020
Q3 		$3.3M Sell
43,285
-1,705
-4% -$128K 0.37% 51
2020
Q2 		$3.15M Buy
44,990
+30,399
+208% +$2M 0.41% 47
2020
Q1 		$839K Buy
+14,591
New +$993K 0.15% 164

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

Belpointe Asset Management's ESGU Position: Q2 2026 in Review

Belpointe Asset Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 27% in Q2 2026, selling an estimated $273K and leaving 4,765 shares worth $780K. The position accounts for 0.03% of the portfolio, ranked #570.

Belpointe Asset Management first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.94M in Q1 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Belpointe Asset Management held 4,765 shares of iShares ESG Aware MSCI USA ETF worth $780K as of Q2 2026.
  • Belpointe Asset Management sold 1,729 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $273K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #570 holding.
  • Belpointe Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • Belpointe Asset Management's iShares ESG Aware MSCI USA ETF position peaked at $6.94M in Q1 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.