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

Concurrent Investment 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 		$3.14M Buy
19,206
+2,125
+12% +$336K 0.03% 573
2026
Q1 		$2.42M Buy
17,081
+2,430
+17% +$360K 0.03% 557
2025
Q4 		$2.18M Buy
14,651
+5,529
+61% +$817K 0.02% 542
2025
Q3 		$1.33M Buy
9,122
+211
+2% +$29.6K 0.02% 576
2025
Q2 		$1.21M Buy
8,911
+1,937
+28% +$242K 0.02% 551
2025
Q1 		$850K Sell
6,974
-80
-1% -$10.3K 0.02% 593
2024
Q4 		$909K Sell
7,054
-773
-10% -$100K 0.02% 520
2024
Q3 		$988K Buy
7,827
+74
+1% +$8.99K 0.03% 466
2024
Q2 		$925K Sell
7,753
-225
-3% -$25.8K 0.03% 449
2024
Q1 		$917K Sell
7,978
-1,632
-17% -$179K 0.04% 387
2023
Q4 		$1.01M Buy
+9,610
New +$941K 0.05% 337

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

Concurrent Investment Advisors's ESGU Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 12% in Q2 2026, buying an estimated $336K and bringing the position to 19,206 shares worth $3.14M. The position accounts for 0.03% of the portfolio, ranked #573.

Concurrent Investment Advisors first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Concurrent Investment Advisors held 19,206 shares of iShares ESG Aware MSCI USA ETF worth $3.14M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,125 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $336K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #573 holding.
  • Concurrent Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.