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Choreo LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Choreo LLC’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 		$19.1M Sell
116,519
-4,478
-4% -$708K 0.21% 82
2026
Q1 		$17.1M Sell
120,997
-3,145
-3% -$465K 0.21% 83
2025
Q4 		$18.6M Sell
124,142
-7,656
-6% -$1.13M 0.24% 72
2025
Q3 		$19.2M Sell
131,798
-2,229
-2% -$312K 0.25% 72
2025
Q2 		$18.1M Sell
134,027
-18,448
-12% -$2.3M 0.25% 77
2025
Q1 		$18.6M Sell
152,475
-9,256
-6% -$1.19M 0.29% 75
2024
Q4 		$20.8M Sell
161,731
-4,776
-3% -$619K 0.3% 62
2024
Q3 		$20.8M Sell
166,507
-1,794
-1% -$218K 0.31% 67
2024
Q2 		$20.1M Sell
168,301
-3,491
-2% -$401K 0.34% 61
2024
Q1 		$19.7M Sell
171,792
-1,519
-0.9% -$166K 0.51% 50
2023
Q4 		$18.2M Sell
173,311
-3,463
-2% -$339K 0.49% 50
2023
Q3 		$16.6M Sell
176,774
-112,254
-39% -$11M 0.59% 42
2023
Q2 		$28.2M Buy
289,028
+1,058
+0.4% +$97.7K 0.96% 23
2023
Q1 		$26M Buy
+287,970
New +$25.5M 0.92% 27

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

Choreo LLC's ESGU Position: Q2 2026 in Review

Choreo LLC reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.7% in Q2 2026, selling an estimated $708K and leaving 116,519 shares worth $19.1M. The position accounts for 0.21% of the portfolio, ranked #82.

Choreo LLC first reported a position in ESGU in Q1 2023 and has held it in 14 quarters since. The position peaked at $28.2M in Q2 2023. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Choreo LLC held 116,519 shares of iShares ESG Aware MSCI USA ETF worth $19.1M as of Q2 2026.
  • Choreo LLC sold 4,478 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $708K.
  • iShares ESG Aware MSCI USA ETF made up 0.21% of Choreo LLC's portfolio in Q2 2026, its #82 holding.
  • Choreo LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 14 quarters since.
  • Choreo LLC's iShares ESG Aware MSCI USA ETF position peaked at $28.2M in Q2 2023.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.