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Endeavor Private Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Endeavor Private Wealth’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 		$618K Buy
3,775
+1,707
+83% +$270K 0.15% 113
2026
Q1 		$293K Buy
2,068
+105
+5% +$15.5K 0.08% 166
2025
Q4 		$292K Sell
1,963
-1,566
-44% -$232K 0.08% 165
2025
Q3 		$514K Buy
+3,529
New +$494K 0.16% 112
2025
Q1 		– Sell
-930
Closed -$120K – 161
2024
Q4 		$120K Buy
+930
New +$120K 0.11% 82

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

Endeavor Private Wealth's ESGU Position: Q2 2026 in Review

Endeavor Private Wealth increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 83% in Q2 2026, buying an estimated $270K and bringing the position to 3,775 shares worth $618K. The position accounts for 0.15% of the portfolio, ranked #113.

Endeavor Private Wealth first reported a position in ESGU in Q4 2024 and has held it in 5 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Endeavor Private Wealth held 3,775 shares of iShares ESG Aware MSCI USA ETF worth $618K as of Q2 2026.
  • Endeavor Private Wealth bought 1,707 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $270K.
  • iShares ESG Aware MSCI USA ETF made up 0.15% of Endeavor Private Wealth's portfolio in Q2 2026, its #113 holding.
  • Endeavor Private Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 5 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.