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D'Orazio & Associates’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

D'Orazio & Associates’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 		$212K Buy
+1,298
New +$205K 0.02% 287
2025
Q3 		– Sell
-1,798
Closed -$243K – 289
2025
Q2 		$243K Hold
1,798
– – 0.03% 215
2025
Q1 		$219K Buy
1,798
+140
+8% +$18K 0.03% 219
2024
Q4 		$214K Buy
1,658
+65
+4% +$8.42K 0.03% 213
2024
Q3 		$201K Buy
+1,593
New +$193K 0.03% 224

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

D'Orazio & Associates's ESGU Position: Q2 2026 in Review

D'Orazio & Associates opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 1,298 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #287 among its holdings. This is a return to the name: D'Orazio & Associates previously reported a position in ESGU as recently as Q2 2025.

D'Orazio & Associates first reported a position in ESGU in Q3 2024 and has held it in 5 quarters since. The position peaked at $243K in Q2 2025. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • D'Orazio & Associates held 1,298 shares of iShares ESG Aware MSCI USA ETF worth $212K as of Q2 2026.
  • iShares ESG Aware MSCI USA ETF was a new D'Orazio & Associates position in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of D'Orazio & Associates's portfolio in Q2 2026, its #287 holding.
  • D'Orazio & Associates first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and has held it in 5 quarters since.
  • D'Orazio & Associates's iShares ESG Aware MSCI USA ETF position peaked at $243K in Q2 2025.
  • 862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.