BOK Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

BOK Financial’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	$37.5K	Hold	229	–	–	﹤0.01%	870
2026 Q1	$32.4K	Hold	229	–	–	﹤0.01%	871
2025 Q4	$34.1K	Hold	229	–	–	﹤0.01%	883
2025 Q3	$33.3K	Hold	229	–	–	﹤0.01%	888
2025 Q2	$31K	Hold	229	–	–	﹤0.01%	874
2025 Q1	$27.9K	Hold	229	–	–	﹤0.01%	889
2024 Q4	$29.2K	Hold	229	–	–	﹤0.01%	877
2024 Q3	$28.6K	Buy	+229	New	+$27.8K	﹤0.01%	882
2023 Q3	–	Sell	-1,121	Closed	-$109K	–	1211
2023 Q2	$109K	Buy	+1,121	New	+$104K	﹤0.01%	710
2022 Q3	–	Sell	-3,133	Closed	-$263K	–	904
2022 Q2	$263K	Buy	+3,133	New	+$286K	0.01%	800

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

BOK Financial's ESGU Position: Q2 2026 in Review

BOK Financial held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 229 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

BOK Financial first reported a position in ESGU in Q2 2022 and has held it in 10 quarters since. The position peaked at $263K in Q2 2022. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

BOK Financial held 229 shares of iShares ESG Aware MSCI USA ETF worth $37.5K as of Q2 2026.
BOK Financial left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #870 holding.
BOK Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 10 quarters since.
BOK Financial's iShares ESG Aware MSCI USA ETF position peaked at $263K in Q2 2022.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.