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Dynamic Advisor Solutions’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Dynamic Advisor Solutions’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 		$1.53M Sell
9,322
-30
-0.3% -$4.74K 0.04% 386
2026
Q1 		$1.32M Sell
9,352
-532
-5% -$78.7K 0.04% 401
2025
Q4 		$1.47M Sell
9,884
-15,452
-61% -$2.28M 0.05% 366
2025
Q3 		$3.69M Sell
25,336
-1,507
-6% -$211K 0.11% 207
2025
Q2 		$3.63M Sell
26,843
-5,017
-16% -$626K 0.11% 205
2025
Q1 		$3.88M Sell
31,860
-18,169
-36% -$2.34M 0.13% 186
2024
Q4 		$6.44M Sell
50,029
-3,398
-6% -$440K 0.28% 83
2024
Q3 		$6.74M Sell
53,427
-2,004
-4% -$243K 0.2% 121
2024
Q2 		$6.61M Sell
55,431
-5,414
-9% -$622K 0.21% 119
2024
Q1 		$6.99M Buy
60,845
+554
+0.9% +$60.7K 0.24% 103
2023
Q4 		$6.21M Sell
60,291
-1,605
-3% -$157K 0.23% 116
2023
Q3 		$5.81M Sell
61,896
-1,419
-2% -$139K 0.27% 100
2023
Q2 		$6.17M Buy
63,315
+10,537
+20% +$973K 0.32% 81
2023
Q1 		$4.77M Buy
52,778
+1,865
+4% +$165K 0.28% 99
2022
Q4 		$4.31M Buy
50,913
+660
+1% +$56.3K 0.29% 89
2022
Q3 		$3.99M Buy
50,253
+8,283
+20% +$734K 0.3% 79
2022
Q2 		$3.52M Buy
41,970
+5,190
+14% +$474K 0.27% 82
2022
Q1 		$3.73M Buy
36,780
+11,428
+45% +$1.14M 0.26% 91
2021
Q4 		$2.74M Sell
25,352
-10,256
-29% -$1.08M 0.2% 123
2021
Q3 		$3.51M Buy
35,608
+8,725
+32% +$884K 0.26% 85
2021
Q2 		$2.65M Buy
26,883
+9,473
+54% +$906K 0.21% 120
2021
Q1 		$1.58M Buy
17,410
+163
+0.9% +$14.5K 0.15% 170
2020
Q4 		$1.48M Buy
17,247
+2,168
+14% +$176K 0.14% 175
2020
Q3 		$1.15M Buy
15,079
+7,957
+112% +$599K 0.13% 185
2020
Q2 		$498K Sell
7,122
-6
-0.1% -$395 0.07% 279
2020
Q1 		$410K Buy
+7,128
New +$485K 0.07% 276

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

Dynamic Advisor Solutions's ESGU Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.32% in Q2 2026, selling an estimated $4.74K and leaving 9,322 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #386.

Dynamic Advisor Solutions first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.99M in Q1 2024. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Dynamic Advisor Solutions held 9,322 shares of iShares ESG Aware MSCI USA ETF worth $1.53M as of Q2 2026.
  • Dynamic Advisor Solutions sold 30 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $4.74K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #386 holding.
  • Dynamic Advisor Solutions first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • Dynamic Advisor Solutions's iShares ESG Aware MSCI USA ETF position peaked at $6.99M in Q1 2024.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.