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Blue Trust Inc’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Blue Trust Inc’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 		$3.72M Buy
22,712
+1,096
+5% +$173K 0.04% 128
2026
Q1 		$3.06M Sell
21,616
-1,202
-5% -$178K 0.04% 142
2025
Q4 		$3.4M Sell
22,818
-201
-0.9% -$29.7K 0.04% 132
2025
Q3 		$3.35M Sell
23,019
-159
-0.7% -$22.3K 0.04% 130
2025
Q2 		$3.14M Sell
23,178
-9
-0% -$1.12K 0.04% 129
2025
Q1 		$2.83M Sell
23,187
-14
-0.1% -$1.8K 0.04% 130
2024
Q4 		$2.99M Sell
23,201
-2,424
-9% -$314K 0.04% 119
2024
Q3 		$3.06M Sell
25,625
-618
-2% -$75K 0.04% 112
2024
Q2 		$3.02M Hold
26,243
– – 0.04% 97
2024
Q1 		$3.02M Sell
26,243
-68,286
-72% -$7.48M 0.04% 83
2023
Q4 		$8.88M Sell
94,529
-66,636
-41% -$6.53M 0.14% 44
2023
Q3 		$15.7M Sell
161,165
-16,699
-9% -$1.64M 0.24% 36
2023
Q2 		$16.1M Sell
177,864
-335,878
-65% -$31M 0.26% 39
2023
Q1 		$43.5M Sell
513,742
-93,884
-15% -$8.3M 0.71% 26
2022
Q4 		$48.3M Sell
607,626
-65,267
-10% -$5.57M 0.86% 25
2022
Q3 		$56.5M Sell
672,893
-90,128
-12% -$7.98M 0.99% 24
2022
Q2 		$77.3M Buy
+763,021
New +$69.7M 1.2% 23

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

Blue Trust Inc's ESGU Position: Q2 2026 in Review

Blue Trust Inc increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.1% in Q2 2026, buying an estimated $173K and bringing the position to 22,712 shares worth $3.72M. The position accounts for 0.04% of the portfolio, ranked #128.

Blue Trust Inc first reported a position in ESGU in Q2 2022 and has held it in 17 quarters since. The position peaked at $77.3M in Q2 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Blue Trust Inc held 22,712 shares of iShares ESG Aware MSCI USA ETF worth $3.72M as of Q2 2026.
  • Blue Trust Inc bought 1,096 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $173K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of Blue Trust Inc's portfolio in Q2 2026, its #128 holding.
  • Blue Trust Inc first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's iShares ESG Aware MSCI USA ETF position peaked at $77.3M in Q2 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.