D.J. St. Germain’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

D.J. St. Germain’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	$4.75K	Hold	29	–	–	﹤0.01%	759
2026 Q1	$4.1K	Hold	29	–	–	﹤0.01%	754
2025 Q4	$4.32K	Hold	29	–	–	﹤0.01%	744
2025 Q3	$4.22K	Hold	29	–	–	﹤0.01%	735
2025 Q2	$3.92K	Hold	29	–	–	﹤0.01%	751
2025 Q1	$3.54K	Hold	29	–	–	﹤0.01%	682
2024 Q4	$3.74K	Hold	29	–	–	﹤0.01%	687
2024 Q3	$3.66K	Hold	29	–	–	﹤0.01%	633
2024 Q2	$3.46K	Buy	+29	New	+$3.33K	﹤0.01%	642
2024 Q1	–	Sell	-17	Closed	-$1.78K	–	799
2023 Q4	$1.78K	Hold	17	–	–	﹤0.01%	691
2023 Q3	$1.6K	Buy	+17	New	+$1.67K	﹤0.01%	672

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

D.J. St. Germain's ESGU Position: Q2 2026 in Review

D.J. St. Germain held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 29 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

D.J. St. Germain first reported a position in ESGU in Q3 2023 and has held it in 11 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

D.J. St. Germain held 29 shares of iShares ESG Aware MSCI USA ETF worth $4.75K as of Q2 2026.
D.J. St. Germain 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 D.J. St. Germain's portfolio in Q2 2026, its #759 holding.
D.J. St. Germain first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and has held it in 11 quarters since.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.