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

Bigelow Investment 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 		$1.03M Hold
6,277
– – 0.37% 69
2026
Q1 		$888K Sell
6,277
-365
-5% -$54K 0.36% 70
2025
Q4 		$990K Sell
6,642
-302
-4% -$44.7K 0.39% 67
2025
Q3 		$1.01M Sell
6,944
-86
-1% -$12K 0.41% 67
2025
Q2 		$951K Hold
7,030
– – 0.42% 67
2025
Q1 		$857K Sell
7,030
-182
-3% -$23.4K 0.41% 74
2024
Q4 		$929K Sell
7,212
-426
-6% -$55.2K 0.44% 67
2024
Q3 		$964K Sell
7,638
-438
-5% -$53.2K 0.43% 70
2024
Q2 		$964K Sell
8,076
-694
-8% -$79.7K 0.46% 63
2024
Q1 		$1.01M Sell
8,770
-1,045
-11% -$114K 0.5% 62
2023
Q4 		$1.03M Sell
9,815
-791
-7% -$77.5K 0.56% 55
2023
Q3 		$996K Buy
10,606
+179
+2% +$17.5K 0.57% 52
2023
Q2 		$1.02M Buy
10,427
+140
+1% +$12.9K 0.56% 54
2023
Q1 		$930K Sell
10,287
-623
-6% -$55.1K 0.54% 60
2022
Q4 		$925K Buy
10,910
+678
+7% +$57.8K 0.54% 58
2022
Q3 		$813K Buy
10,232
+370
+4% +$32.8K 0.49% 63
2022
Q2 		$827K Sell
9,862
-1,010
-9% -$92.3K 0.45% 63
2022
Q1 		$1.1M Buy
10,872
+1,245
+13% +$125K 0.51% 55
2021
Q4 		$1.04M Sell
9,627
-892
-8% -$93.6K 0.47% 56
2021
Q3 		$1.04M Buy
10,519
+3,173
+43% +$322K 0.51% 54
2021
Q2 		$723K Hold
7,346
– – 0.35% 75
2021
Q1 		$668K Buy
7,346
+1,110
+18% +$98.7K 0.34% 79
2020
Q4 		$536K Buy
6,236
+77
+1% +$6.25K 0.28% 87
2020
Q3 		$469K Buy
6,159
+1,031
+20% +$77.7K 0.28% 92
2020
Q2 		$359K Buy
5,128
+80
+2% +$5.27K 0.23% 106
2020
Q1 		$290K Buy
5,048
+300
+6% +$20.4K 0.22% 115
2019
Q4 		$339K Buy
4,748
+65
+1% +$4.42K 0.2% 121
2019
Q3 		$306K Sell
4,683
-530
-10% -$34.5K 0.19% 124
2019
Q2 		$336K Buy
5,213
+427
+9% +$27.1K 0.23% 115
2019
Q1 		$297K Buy
+4,786
New +$286K 0.21% 123

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

Bigelow Investment Advisors's ESGU Position: Q2 2026 in Review

Bigelow Investment Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 6,277 shares worth $1.03M. The position accounts for 0.37% of the portfolio, ranked #69.

Bigelow Investment Advisors first reported a position in ESGU in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.1M in Q1 2022. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Bigelow Investment Advisors held 6,277 shares of iShares ESG Aware MSCI USA ETF worth $1.03M as of Q2 2026.
  • Bigelow Investment Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.37% of Bigelow Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • Bigelow Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2019 and has held it in 30 quarters since.
  • Bigelow Investment Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.1M in Q1 2022.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.