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Coston McIsaac & Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Coston McIsaac & Partners’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 		$3K Hold
22
– – ﹤0.01% 730
2026
Q1 		$3K Hold
22
– – ﹤0.01% 719
2025
Q4 		$3K Hold
22
– – ﹤0.01% 710
2025
Q3 		$3K Hold
22
– – ﹤0.01% 679
2025
Q2 		$2K Hold
22
– – ﹤0.01% 689
2025
Q1 		$2K Hold
22
– – ﹤0.01% 675
2024
Q4 		$2K Buy
+22
New +$2.85K ﹤0.01% 675

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

Coston McIsaac & Partners's ESGU Position: Q2 2026 in Review

Coston McIsaac & Partners held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 22 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Coston McIsaac & Partners first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Coston McIsaac & Partners held 22 shares of iShares ESG Aware MSCI USA ETF worth $3K as of Q2 2026.
  • Coston McIsaac & Partners left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #730 holding.
  • Coston McIsaac & Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.