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

Dunhill Financial’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 		$1.13M Buy
6,914
+4,313
+166% +$682K 0.23% 50
2026
Q1 		$368K Buy
2,601
+2,243
+627% +$332K 0.09% 92
2025
Q4 		$53.3K Buy
358
+172
+92% +$25.4K 0.01% 265
2025
Q3 		$27K Buy
186
+1
+0.5% +$140 0.01% 325
2025
Q2 		$25.1K Hold
185
– – 0.01% 304
2025
Q1 		$22.5K Buy
185
+34
+23% +$4.38K 0.01% 279
2024
Q4 		$19.5K Hold
151
– – 0.01% 281
2024
Q3 		$19K Buy
151
+1
+0.7% +$121 0.01% 282
2024
Q2 		$17.9K Buy
+150
New +$17.2K 0.01% 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

Dunhill Financial's ESGU Position: Q2 2026 in Review

Dunhill Financial increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 166% in Q2 2026, buying an estimated $682K and bringing the position to 6,914 shares worth $1.13M. The position accounts for 0.23% of the portfolio, ranked #50.

Dunhill Financial first reported a position in ESGU in Q2 2024 and has held it in 9 quarters since. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Dunhill Financial held 6,914 shares of iShares ESG Aware MSCI USA ETF worth $1.13M as of Q2 2026.
  • Dunhill Financial bought 4,313 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $682K.
  • iShares ESG Aware MSCI USA ETF made up 0.23% of Dunhill Financial's portfolio in Q2 2026, its #50 holding.
  • Dunhill Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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