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EQ LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

EQ LLC’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 		$753K Sell
4,599
-49
-1% -$7.75K 0.18% 49
2026
Q1 		$657K Buy
4,648
+475
+11% +$70.3K 0.19% 47
2025
Q4 		$622K Buy
4,173
+836
+25% +$124K 0.18% 52
2025
Q3 		$486K Sell
3,337
-9
-0.3% -$1.26K 0.17% 59
2025
Q2 		$453K Buy
3,346
+417
+14% +$52.1K 0.18% 57
2025
Q1 		$357K Buy
2,929
+471
+19% +$60.7K 0.17% 52
2024
Q4 		$317K Sell
2,458
-138
-5% -$17.9K 0.15% 55
2024
Q3 		$328K Buy
+2,596
New +$315K 0.16% 46
2024
Q1 		– Sell
-6,404
Closed -$672K – 53
2023
Q4 		$672K Buy
6,404
+781
+14% +$76.5K 0.5% 33
2023
Q3 		$528K Sell
5,623
-6,103
-52% -$598K 0.39% 39
2023
Q2 		$1.14M Buy
11,726
+290
+3% +$26.8K 0.94% 23
2023
Q1 		$1.03M Sell
11,436
-19,595
-63% -$1.73M 0.79% 26
2022
Q4 		$2.63M Sell
31,031
-1,108
-3% -$94.5K 2.1% 16
2022
Q3 		$2.55M Buy
32,139
+1,115
+4% +$98.7K 2.21% 14
2022
Q2 		$2.6M Sell
31,024
-285
-0.9% -$26K 2.05% 10
2022
Q1 		$3.17M Buy
31,309
+240
+0.8% +$24K 2.3% 13
2021
Q4 		$3.35M Sell
31,069
-3,202
-9% -$336K 2.34% 15
2021
Q3 		$3.37M Buy
34,271
+618
+2% +$62.6K 2.57% 12
2021
Q2 		$3.31M Sell
33,653
-3,282
-9% -$314K 2.52% 12
2021
Q1 		$3.36M Sell
36,935
-8,812
-19% -$783K 2.8% 13
2020
Q4 		$3.94M Buy
+45,747
New +$3.71M 3.64% 12

Other funds holding ESGU

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

EQ LLC's ESGU Position: Q2 2026 in Review

EQ LLC reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.1% in Q2 2026, selling an estimated $7.75K and leaving 4,599 shares worth $753K. The position accounts for 0.18% of the portfolio, ranked #49.

EQ LLC first reported a position in ESGU in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.94M in Q4 2020. 414 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • EQ LLC held 4,599 shares of iShares ESG Aware MSCI USA ETF worth $753K as of Q2 2026.
  • EQ LLC sold 49 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $7.75K.
  • iShares ESG Aware MSCI USA ETF made up 0.18% of EQ LLC's portfolio in Q2 2026, its #49 holding.
  • EQ LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 21 quarters since.
  • EQ LLC's iShares ESG Aware MSCI USA ETF position peaked at $3.94M in Q4 2020.
  • 414 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on EQ LLC's 13F filing for Q2 2026, filed 23 Jul 2026.