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

Diversified Trust’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 		$2.78M Sell
16,966
-335
-2% -$53K 0.04% 210
2026
Q1 		$2.45M Hold
17,301
– – 0.05% 215
2025
Q4 		$2.58M Sell
17,301
-1,000
-5% -$148K 0.05% 212
2025
Q3 		$2.66M Sell
18,301
-90
-0.5% -$12.6K 0.05% 201
2025
Q2 		$2.49M Sell
18,391
-3,215
-15% -$401K 0.06% 199
2025
Q1 		$2.63M Sell
21,606
-5,287
-20% -$681K 0.07% 174
2024
Q4 		$3.46M Hold
26,893
– – 0.08% 141
2024
Q3 		$3.39M Buy
26,893
+2,200
+9% +$267K 0.09% 142
2024
Q2 		$2.95M Sell
24,693
-150
-0.6% -$17.2K 0.08% 140
2024
Q1 		$2.86M Hold
24,843
– – 0.09% 143
2023
Q4 		$2.61M Sell
24,843
-60
-0.2% -$5.88K 0.09% 132
2023
Q3 		$2.34M Sell
24,903
-245
-1% -$24K 0.09% 132
2023
Q2 		$2.45M Sell
25,148
-70
-0.3% -$6.46K 0.09% 128
2023
Q1 		$2.28M Sell
25,218
-1,651
-6% -$146K 0.09% 129
2022
Q4 		$2.28M Sell
26,869
-3,950
-13% -$337K 0.09% 119
2022
Q3 		$2.45M Hold
30,819
– – 0.11% 98
2022
Q2 		$2.59M Sell
30,819
-3,347
-10% -$306K 0.11% 101
2022
Q1 		$3.46M Sell
34,166
-1,697
-5% -$170K 0.12% 88
2021
Q4 		$3.87M Buy
35,863
+505
+1% +$53K 0.13% 97
2021
Q3 		$3.48M Buy
35,358
+1,342
+4% +$136K 0.13% 95
2021
Q2 		$3.35M Buy
34,016
+28,186
+483% +$2.7M 0.12% 95
2021
Q1 		$530K Buy
5,830
+1,230
+27% +$109K 0.02% 354
2020
Q4 		$396K Buy
+4,600
New +$374K 0.02% 424

Other funds holding ESGU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Diversified Trust's ESGU Position: Q2 2026 in Review

Diversified Trust reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.9% in Q2 2026, selling an estimated $53K and leaving 16,966 shares worth $2.78M. The position accounts for 0.04% of the portfolio, ranked #210.

Diversified Trust first reported a position in ESGU in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.87M in Q4 2021. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Diversified Trust held 16,966 shares of iShares ESG Aware MSCI USA ETF worth $2.78M as of Q2 2026.
  • Diversified Trust sold 335 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $53K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of Diversified Trust's portfolio in Q2 2026, its #210 holding.
  • Diversified Trust first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • Diversified Trust's iShares ESG Aware MSCI USA ETF position peaked at $3.87M in Q4 2021.
  • 149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.