Brown, Lisle/Cummings’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Brown, Lisle/Cummings’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	$34.2K	Hold	209	–	–	0.01%	442
2026 Q1	$29.6K	Hold	209	–	–	0.01%	418
2025 Q4	$31.1K	Hold	209	–	–	0.01%	388
2025 Q3	$30.4K	Hold	209	–	–	0.01%	390
2025 Q2	$28.3K	Hold	209	–	–	0.01%	391
2025 Q1	$25.5K	Hold	209	–	–	0.01%	387
2024 Q4	$26.9K	Hold	209	–	–	0.01%	386
2024 Q3	$26.4K	Hold	209	–	–	0.01%	365
2024 Q2	$24.9K	Hold	209	–	–	0.01%	366
2024 Q1	$24K	Hold	209	–	–	0.01%	355
2023 Q4	$21.9K	Hold	209	–	–	0.01%	357
2023 Q3	$19.6K	Hold	209	–	–	0.01%	337
2023 Q2	$20.4K	Hold	209	–	–	0.01%	334
2023 Q1	$18.9K	Hold	209	–	–	0.01%	340
2022 Q4	$17.7K	Hold	209	–	–	0.01%	329
2022 Q3	$16.6K	Hold	209	–	–	0.01%	333
2022 Q2	$17.5K	Hold	209	–	–	0.01%	334
2022 Q1	$21.2K	Hold	209	–	–	0.01%	333
2021 Q4	$22.6K	Buy	+209	New	+$21.9K	0.01%	327

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

Brown, Lisle/Cummings's ESGU Position: Q2 2026 in Review

Brown, Lisle/Cummings held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 209 shares worth $34.2K. The position accounts for 0.01% of the portfolio, ranked #442.

Brown, Lisle/Cummings first reported a position in ESGU in Q4 2021 and has held it in 19 quarters since. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Brown, Lisle/Cummings held 209 shares of iShares ESG Aware MSCI USA ETF worth $34.2K as of Q2 2026.
Brown, Lisle/Cummings 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 Brown, Lisle/Cummings's portfolio in Q2 2026, its #442 holding.
Brown, Lisle/Cummings first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.