BlueStem Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

BlueStem Wealth Partners’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	$2.23M	Buy	13,602 +453	+3%	+$71.6K	0.22%	43
2026 Q1	$1.86M	Buy	13,149 +131	+1%	+$19.4K	0.21%	48
2025 Q4	$1.94M	Sell	13,018 -258	-2%	-$38.1K	0.21%	45
2025 Q3	$1.93M	Sell	13,276 -804	-6%	-$113K	0.22%	41
2025 Q2	$1.9M	Buy	14,080 +1,530	+12%	+$191K	0.23%	39
2025 Q1	$1.53M	Sell	12,550 -1,803	-13%	-$232K	0.21%	39
2024 Q4	$1.85M	Buy	+14,353	New	+$1.86M	0.24%	36

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

BlueStem Wealth Partners's ESGU Position: Q2 2026 in Review

BlueStem Wealth Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.4% in Q2 2026, buying an estimated $71.6K and bringing the position to 13,602 shares worth $2.23M. The position accounts for 0.22% of the portfolio, ranked #43.

BlueStem Wealth Partners first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

BlueStem Wealth Partners held 13,602 shares of iShares ESG Aware MSCI USA ETF worth $2.23M as of Q2 2026.
BlueStem Wealth Partners bought 453 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $71.6K.
iShares ESG Aware MSCI USA ETF made up 0.22% of BlueStem Wealth Partners's portfolio in Q2 2026, its #43 holding.
BlueStem Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.