Empower Advisory Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Empower Advisory Group’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	$83.5M	Buy	510,183 +6,535	+1%	+$1.03M	0.2%	97
2026 Q1	$71.2M	Sell	503,648 -258,260	-34%	-$38.2M	0.18%	110
2025 Q4	$114M	Buy	761,908 +79,522	+12%	+$11.8M	0.31%	61
2025 Q3	$99.4M	Sell	682,386 -11,763	-2%	-$1.65M	0.28%	70
2025 Q2	$93.9M	Buy	694,149 +1,266	+0.2%	+$158K	0.28%	70
2025 Q1	$84.5M	Sell	692,883 -55,589	-7%	-$7.16M	0.28%	72
2024 Q4	$96.4M	Sell	748,472 -7,262	-1%	-$941K	0.32%	62
2024 Q3	$95.4M	Sell	755,734 -12,831	-2%	-$1.56M	0.32%	66
2024 Q2	$91.7M	Sell	768,565 -24,208	-3%	-$2.78M	0.34%	62
2024 Q1	$91.1M	Sell	792,773 -33,189	-4%	-$3.64M	0.34%	67
2023 Q4	$86.7M	Sell	825,962 -10,040	-1%	-$983K	0.34%	68
2023 Q3	$78.5M	Sell	836,002 -41,055	-5%	-$4.02M	0.35%	60
2023 Q2	$85.5M	Buy	877,057 +12,969	+2%	+$1.2M	0.37%	62
2023 Q1	$78.3M	Buy	+864,088	New	+$76.4M	0.35%	65

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

Empower Advisory Group's ESGU Position: Q2 2026 in Review

Empower Advisory Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.3% in Q2 2026, buying an estimated $1.03M and bringing the position to 510,183 shares worth $83.5M. The position accounts for 0.2% of the portfolio, ranked #97.

Empower Advisory Group first reported a position in ESGU in Q1 2023 and has held it in 14 quarters since. The position peaked at $114M in Q4 2025. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Empower Advisory Group held 510,183 shares of iShares ESG Aware MSCI USA ETF worth $83.5M as of Q2 2026.
Empower Advisory Group bought 6,535 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.03M.
iShares ESG Aware MSCI USA ETF made up 0.2% of Empower Advisory Group's portfolio in Q2 2026, its #97 holding.
Empower Advisory Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 14 quarters since.
Empower Advisory Group's iShares ESG Aware MSCI USA ETF position peaked at $114M in Q4 2025.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.