Ethic Inc’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Ethic Inc’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	$1.48M	Buy	9,068 +4,358	+93%	+$689K	0.02%	603
2026 Q1	$666K	Buy	4,710 +2,098	+80%	+$310K	0.01%	771
2025 Q4	$389K	Buy	2,612 +687	+36%	+$102K	0.01%	926
2025 Q3	$280K	Hold	1,925	–	–	﹤0.01%	1017
2025 Q2	$259K	Hold	1,925	–	–	﹤0.01%	1029
2025 Q1	$236K	Hold	1,925	–	–	﹤0.01%	1021
2024 Q4	$248K	Sell	1,925 -3,050	-61%	-$395K	0.01%	988
2024 Q3	$572K	Buy	4,975 +3,050	+158%	+$370K	0.01%	729
2024 Q2	$230K	Sell	1,925 -3,050	-61%	-$350K	0.01%	989
2024 Q1	$572K	Buy	+4,975	New	+$545K	0.01%	729

Other funds holding ESGU

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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 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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Ethic Inc's ESGU Position: Q2 2026 in Review

Ethic Inc increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 93% in Q2 2026, buying an estimated $689K and bringing the position to 9,068 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #603.

Ethic Inc first reported a position in ESGU in Q1 2024 and has held it in 10 quarters since. 371 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Ethic Inc held 9,068 shares of iShares ESG Aware MSCI USA ETF worth $1.48M as of Q2 2026.
Ethic Inc bought 4,358 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $689K.
iShares ESG Aware MSCI USA ETF made up 0.02% of Ethic Inc's portfolio in Q2 2026, its #603 holding.
Ethic Inc first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
371 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.