Centerpoint Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Centerpoint Advisors’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	$105K	Buy	642 +21	+3%	+$3.32K	0.03%	118
2026 Q1	$88K	Buy	621 +137	+28%	+$20.3K	0.03%	124
2025 Q4	$72K	Buy	484 +47	+11%	+$6.95K	0.02%	143
2025 Q3	$64K	Buy	437 +74	+20%	+$10.4K	0.02%	157
2025 Q2	$49K	Buy	363 +33	+10%	+$4.12K	0.02%	160
2025 Q1	$40K	Buy	330 +64	+24%	+$8.24K	0.01%	176
2024 Q4	$34K	Buy	266 +79	+42%	+$10.2K	0.01%	203
2024 Q3	$24K	Hold	187	–	–	0.01%	240
2024 Q2	$22K	Buy	187 +17	+10%	+$1.95K	0.01%	245
2024 Q1	$20K	Buy	170 +34	+25%	+$3.73K	0.01%	244
2023 Q4	$14K	Sell	136 -58	-30%	-$5.68K	0.01%	304
2023 Q3	$18K	Buy	194 +9	+5%	+$881	0.01%	244
2023 Q2	$18K	Buy	185 +32	+21%	+$2.96K	0.01%	267
2023 Q1	$14K	Buy	153 +20	+15%	+$1.77K	0.01%	320
2022 Q4	$11K	Buy	+133	New	+$11.3K	0.01%	296

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

Centerpoint Advisors's ESGU Position: Q2 2026 in Review

Centerpoint Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.4% in Q2 2026, buying an estimated $3.32K and bringing the position to 642 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #118.

Centerpoint Advisors first reported a position in ESGU in Q4 2022 and has held it in 15 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Centerpoint Advisors held 642 shares of iShares ESG Aware MSCI USA ETF worth $105K as of Q2 2026.
Centerpoint Advisors bought 21 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $3.32K.
iShares ESG Aware MSCI USA ETF made up 0.03% of Centerpoint Advisors's portfolio in Q2 2026, its #118 holding.
Centerpoint Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.