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

Covestor’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	$1K	Buy	9 +3	+50%	+$474	﹤0.01%	2134
2026 Q1	$1K	Hold	6	–	–	﹤0.01%	2027
2025 Q4	$1K	Sell	6 -2	-25%	-$296	﹤0.01%	2043
2025 Q3	$1K	Sell	8 -3	-27%	-$420	﹤0.01%	2060
2025 Q2	$2K	Buy	11 +9	+450%	+$1.12K	﹤0.01%	1842
2025 Q1	$0	Buy	2 +1	+100%	+$129	﹤0.01%	2357
2024 Q4	$0	Sell	1 -9	-90%	-$1.17K	﹤0.01%	2363
2024 Q3	$1K	Sell	10 -12	-55%	-$1.46K	﹤0.01%	1954
2024 Q2	$3K	Hold	22	–	–	﹤0.01%	1804
2024 Q1	$3K	Sell	22 -38	-63%	-$4.16K	﹤0.01%	1807
2023 Q4	$6K	Buy	60 +21	+54%	+$2.06K	﹤0.01%	1751
2023 Q3	$4K	Sell	39 -2	-5%	-$196	﹤0.01%	1739
2023 Q2	$4K	Sell	41 -1	-2%	-$92	﹤0.01%	1720
2023 Q1	$4K	Buy	42 +24	+133%	+$2.12K	﹤0.01%	1601
2022 Q4	$2K	Buy	+18	New	+$1.54K	﹤0.01%	1766

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

Covestor's ESGU Position: Q2 2026 in Review

Covestor increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 50% in Q2 2026, buying an estimated $474 and bringing the position to 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

Covestor first reported a position in ESGU in Q4 2022 and has held it in 15 quarters since. The position peaked at $6K in Q4 2023. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Covestor held 9 shares of iShares ESG Aware MSCI USA ETF worth $1K as of Q2 2026.
Covestor bought 3 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $474.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2134 holding.
Covestor first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
Covestor's iShares ESG Aware MSCI USA ETF position peaked at $6K in Q4 2023.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.