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Equitable Holdings’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Equitable Holdings’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 		$3.78M Sell
23,091
-2,385
-9% -$377K 0.02% 543
2026
Q1 		$3.79M Sell
25,476
-50
-0.2% -$7.4K 0.02% 528
2025
Q4 		$3.8M Buy
25,526
+1,638
+7% +$242K 0.03% 446
2025
Q3 		$3.48M Sell
23,888
-1,022
-4% -$143K 0.03% 447
2025
Q2 		$3.37M Sell
24,910
-3,009
-11% -$376K 0.03% 430
2025
Q1 		$3.4M Buy
27,919
+1,960
+8% +$252K 0.03% 383
2024
Q4 		$3.34M Sell
25,959
-3,290
-11% -$426K 0.03% 362
2024
Q3 		$3.69M Sell
29,249
-2,043
-7% -$248K 0.04% 337
2024
Q2 		$3.73M Sell
31,292
-93
-0.3% -$10.7K 0.04% 319
2024
Q1 		$3.61M Buy
31,385
+1,019
+3% +$112K 0.04% 311
2023
Q4 		$3.19M Buy
30,366
+1,753
+6% +$172K 0.04% 301
2023
Q3 		$2.69M Buy
28,613
+20
+0.1% +$1.96K 0.04% 294
2023
Q2 		$2.79M Buy
28,593
+363
+1% +$33.5K 0.04% 285
2023
Q1 		$2.55M Buy
28,230
+816
+3% +$72.2K 0.04% 279
2022
Q4 		$2.32M Buy
27,414
+504
+2% +$43K 0.04% 276
2022
Q3 		$2.14M Buy
26,910
+1,971
+8% +$175K 0.04% 258
2022
Q2 		$2.09M Buy
24,939
+1,470
+6% +$134K 0.04% 258
2022
Q1 		$2.38M Sell
23,469
-184,025
-89% -$18.4M 0.04% 260
2021
Q4 		$22.4M Buy
207,494
+31,833
+18% +$3.34M 0.35% 54
2021
Q3 		$17.3M Buy
175,661
+10,550
+6% +$1.07M 0.3% 58
2021
Q2 		$16.3M Buy
165,111
+2,031
+1% +$194K 0.28% 59
2021
Q1 		$14.8M Sell
163,080
-14,986
-8% -$1.33M 0.31% 57
2020
Q4 		$15.3M Buy
178,066
+52,676
+42% +$4.28M 0.35% 54
2020
Q3 		$9.56M Buy
125,390
+14,131
+13% +$1.06M 0.25% 68
2020
Q2 		$7.79M Buy
+111,259
New +$7.32M 0.22% 78

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

Equitable Holdings's ESGU Position: Q2 2026 in Review

Equitable Holdings reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 9.4% in Q2 2026, selling an estimated $377K and leaving 23,091 shares worth $3.78M. The position accounts for 0.02% of the portfolio, ranked #543.

Equitable Holdings first reported a position in ESGU in Q2 2020 and has held it in 25 quarters since. The position peaked at $22.4M in Q4 2021. 865 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Equitable Holdings held 23,091 shares of iShares ESG Aware MSCI USA ETF worth $3.78M as of Q2 2026.
  • Equitable Holdings sold 2,385 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $377K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #543 holding.
  • Equitable Holdings first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 25 quarters since.
  • Equitable Holdings's iShares ESG Aware MSCI USA ETF position peaked at $22.4M in Q4 2021.
  • 865 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.