BFG
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Buttonwood Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Buttonwood Financial 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 		$323K Sell
1,975
-50
-2% -$7.91K 0.18% 27
2026
Q1 		$286K Sell
2,025
-229
-10% -$33.9K 0.18% 27
2025
Q4 		$341K Sell
2,254
-2,203
-49% -$326K 0.18% 27
2025
Q3 		$652K Buy
4,457
+1,325
+42% +$186K 0.28% 22
2025
Q2 		$425K Sell
3,132
-18
-0.6% -$2.25K 0.22% 27
2025
Q1 		$360K Buy
3,150
+714
+29% +$92K 0.21% 26
2024
Q4 		$326K Sell
2,436
-214
-8% -$27.7K 0.18% 26
2024
Q3 		$334K Buy
2,650
+153
+6% +$18.6K 0.2% 23
2024
Q2 		$299K Sell
2,497
-415
-14% -$47.7K 0.17% 27
2024
Q1 		$335K Sell
2,912
-44
-1% -$4.82K 0.2% 27
2023
Q4 		$310K Sell
2,956
-131
-4% -$12.8K 0.23% 24
2023
Q3 		$282K Sell
3,087
-195
-6% -$19.1K 0.21% 25
2023
Q2 		$329K Sell
3,282
-3,027
-48% -$280K 0.28% 20
2023
Q1 		$571K Sell
6,309
-215,171
-97% -$19M 0.57% 16
2022
Q4 		$18.8M Sell
221,480
-36,487
-14% -$3.11M 17.06% 2
2022
Q3 		$20.5M Sell
257,967
-38,689
-13% -$3.43M 21.29% 2
2022
Q2 		$24.9M Sell
296,656
-135,108
-31% -$12.3M 24.36% 2
2022
Q1 		$43.8M Buy
+431,764
New +$43.2M 32.52% 1

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

Buttonwood Financial Group's ESGU Position: Q2 2026 in Review

Buttonwood Financial Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.5% in Q2 2026, selling an estimated $7.91K and leaving 1,975 shares worth $323K. The position accounts for 0.18% of the portfolio, ranked #27.

Buttonwood Financial Group first reported a position in ESGU in Q1 2022 and has held it in 18 quarters since. The position peaked at $43.8M in Q1 2022. 860 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Buttonwood Financial Group held 1,975 shares of iShares ESG Aware MSCI USA ETF worth $323K as of Q2 2026.
  • Buttonwood Financial Group sold 50 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $7.91K.
  • iShares ESG Aware MSCI USA ETF made up 0.18% of Buttonwood Financial Group's portfolio in Q2 2026, its #27 holding.
  • Buttonwood Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and has held it in 18 quarters since.
  • Buttonwood Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $43.8M in Q1 2022.
  • 860 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Buttonwood Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.