Clean Yield Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Clean Yield 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	$405K	Hold	2,474	–	–	0.1%	111
2026 Q1	$350K	Buy	+2,474	New	+$366K	0.1%	111
2022 Q2	–	Sell	-226	Closed	-$23K	–	435
2022 Q1	$23K	Buy	+226	New	+$22.6K	0.01%	302
2021 Q1	–	Sell	-750	Closed	-$65K	–	219
2020 Q4	$65K	Buy	+750	New	+$60.9K	0.02%	229

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

Clean Yield Group's ESGU Position: Q2 2026 in Review

Clean Yield Group held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 2,474 shares worth $405K. The position accounts for 0.1% of the portfolio, ranked #111.

Clean Yield Group first reported a position in ESGU in Q4 2020 and has held it in 4 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Clean Yield Group held 2,474 shares of iShares ESG Aware MSCI USA ETF worth $405K as of Q2 2026.
Clean Yield Group left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.1% of Clean Yield Group's portfolio in Q2 2026, its #111 holding.
Clean Yield Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 4 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.