Diversify Advisory Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Diversify Advisory Services’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	$3.18M	Buy	+19,626	New	+$3.1M	0.05%	278
2026 Q1	–	Sell	-18,900	Closed	-$2.85M	–	423
2025 Q4	$2.85M	Sell	18,900 -229	-1%	-$33.9K	0.09%	170
2025 Q3	$2.87M	Buy	19,129 +825	+5%	+$116K	0.1%	163
2025 Q2	$2.57M	Buy	18,304 +2,714	+17%	+$339K	0.1%	156
2025 Q1	$1.88M	Buy	15,590 +609	+4%	+$78.4K	0.12%	126
2024 Q4	$1.91M	Sell	14,981 -2,237	-13%	-$290K	0.11%	142
2024 Q3	$2.2M	Sell	17,218 -309	-2%	-$37.5K	0.12%	155
2024 Q2	$2.14M	Sell	17,527 -9,695	-36%	-$1.11M	0.12%	152
2024 Q1	$3.12M	Buy	+27,222	New	+$2.98M	0.18%	118

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

Diversify Advisory Services's ESGU Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 19,626 shares worth $3.18M. The stake represents 0.05% of the portfolio and ranks #278 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in ESGU as recently as Q4 2025.

Diversify Advisory Services first reported a position in ESGU in Q1 2024 and has held it in 9 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Diversify Advisory Services held 19,626 shares of iShares ESG Aware MSCI USA ETF worth $3.18M as of Q2 2026.
iShares ESG Aware MSCI USA ETF was a new Diversify Advisory Services position in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.05% of Diversify Advisory Services's portfolio in Q2 2026, its #278 holding.
Diversify Advisory Services first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 9 quarters since.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.