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Brookwood Investment Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Brookwood Investment Group’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 		$1.09M Sell
6,639
-493
-7% -$77.9K 0.12% 173
2026
Q1 		$1.01M Sell
7,132
-1,227
-15% -$182K 0.12% 170
2025
Q4 		$1.25M Buy
8,359
+518
+7% +$76.6K 0.15% 137
2025
Q3 		$1.14M Buy
7,841
+1,271
+19% +$178K 0.15% 125
2025
Q2 		$889K Buy
6,570
+1,007
+18% +$126K 0.14% 150
2025
Q1 		$678K Buy
+5,563
New +$716K 0.12% 173

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

Brookwood Investment Group's ESGU Position: Q2 2026 in Review

Brookwood Investment Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6.9% in Q2 2026, selling an estimated $77.9K and leaving 6,639 shares worth $1.09M. The position accounts for 0.12% of the portfolio, ranked #173.

Brookwood Investment Group first reported a position in ESGU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.25M in Q4 2025. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Brookwood Investment Group held 6,639 shares of iShares ESG Aware MSCI USA ETF worth $1.09M as of Q2 2026.
  • Brookwood Investment Group sold 493 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $77.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.12% of Brookwood Investment Group's portfolio in Q2 2026, its #173 holding.
  • Brookwood Investment Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's iShares ESG Aware MSCI USA ETF position peaked at $1.25M in Q4 2025.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.