Betterment LLC
ESGU icon

Betterment LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Betterment LLC’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 		$664M Buy
4,058,596
+16,680
+0.4% +$2.64M 1.12% 19
2026
Q1 		$572M Buy
4,041,916
+117,320
+3% +$17.4M 1.08% 19
2025
Q4 		$585M Buy
3,924,596
+34,699
+0.9% +$5.13M 1.11% 18
2025
Q3 		$566M Buy
3,889,897
+49,659
+1% +$6.95M 1.12% 19
2025
Q2 		$520M Buy
3,840,238
+425,927
+12% +$53.2M 1.11% 20
2025
Q1 		$416M Buy
3,414,311
+137,039
+4% +$17.6M 0.99% 20
2024
Q4 		$422M Sell
3,277,272
-40,665
-1% -$5.27M 1.01% 19
2024
Q3 		$419M Buy
3,317,937
+89,790
+3% +$10.9M 1% 20
2024
Q2 		$385M Buy
3,228,147
+665,825
+26% +$76.5M 1% 21
2024
Q1 		$295M Buy
2,562,322
+8,838
+0.3% +$968K 0.79% 24
2023
Q4 		$268M Sell
2,553,484
-11,548
-0.5% -$1.13M 0.77% 21
2023
Q3 		$241M Sell
2,565,032
-6,798
-0.3% -$666K 0.76% 22
2023
Q2 		$251M Buy
2,571,830
+43,385
+2% +$4.01M 0.78% 22
2023
Q1 		$229M Buy
2,528,445
+47,569
+2% +$4.21M 0.74% 23
2022
Q4 		$210M Buy
2,480,876
+54,017
+2% +$4.61M 0.72% 23
2022
Q3 		$204M Hold
2,426,859
– – 0.73% 23
2022
Q2 		$204M Buy
2,426,859
+33,541
+1% +$3.06M 0.73% 23
2022
Q1 		$243M Buy
2,393,318
+137,778
+6% +$13.8M 0.77% 20
2021
Q4 		$243M Buy
2,255,540
+170,448
+8% +$17.9M 0.76% 20
2021
Q3 		$205M Buy
2,085,092
+256,274
+14% +$26M 0.69% 21
2021
Q2 		$180M Buy
1,828,818
+425,440
+30% +$40.7M 0.61% 21
2021
Q1 		$128M Buy
1,403,378
+610,169
+77% +$54.2M 0.48% 26
2020
Q4 		$68.2M Buy
793,209
+790,389
+28,028% +$64.2M 0.29% 29
2020
Q3 		$215K Buy
+2,820
New +$212K ﹤0.01% 111

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

Betterment LLC's ESGU Position: Q2 2026 in Review

Betterment LLC increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.41% in Q2 2026, buying an estimated $2.64M and bringing the position to 4,058,596 shares worth $664M. The position accounts for 1.12% of the portfolio, ranked #19.

Betterment LLC first reported a position in ESGU in Q3 2020 and has held it in 24 quarters since. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Betterment LLC held 4,058,596 shares of iShares ESG Aware MSCI USA ETF worth $664M as of Q2 2026.
  • Betterment LLC bought 16,680 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $2.64M.
  • iShares ESG Aware MSCI USA ETF made up 1.12% of Betterment LLC's portfolio in Q2 2026, its #19 holding.
  • Betterment LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 24 quarters since.
  • 862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.