EWA
ESGU icon

EverSource Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

EverSource Wealth Advisors’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 		$1.49M Sell
9,133
-1,258
-12% -$199K 0.05% 268
2026
Q1 		$1.47M Buy
10,391
+2,388
+30% +$353K 0.04% 289
2025
Q4 		$1.19M Sell
8,003
-42
-0.5% -$6.21K 0.04% 294
2025
Q3 		$1.17M Buy
8,045
+1,297
+19% +$182K 0.05% 277
2025
Q2 		$913K Sell
6,748
-12
-0.2% -$1.5K 0.04% 299
2025
Q1 		$824K Buy
6,760
+362
+6% +$46.6K 0.05% 282
2024
Q4 		$824K Sell
6,398
-262
-4% -$33.9K 0.05% 272
2024
Q3 		$840K Sell
6,660
-127
-2% -$15.4K 0.05% 245
2024
Q2 		$822K Buy
6,787
+2,684
+65% +$308K 0.05% 242
2024
Q1 		$452K Sell
4,103
-2,483
-38% -$272K 0.04% 285
2023
Q4 		$691K Sell
6,586
-333
-5% -$32.6K 0.06% 208
2023
Q3 		$650K Sell
6,919
-2,996
-30% -$293K 0.07% 198
2023
Q2 		$966K Sell
9,915
-613
-6% -$56.6K 0.11% 158
2023
Q1 		$952K Sell
10,528
-11,506
-52% -$1.02M 0.12% 148
2022
Q4 		$1.87M Sell
22,034
-2,364
-10% -$202K 0.28% 79
2022
Q3 		$1.94M Buy
24,398
+2,432
+11% +$215K 0.44% 42
2022
Q2 		$1.84M Buy
21,966
+2,521
+13% +$230K 0.48% 42
2022
Q1 		$1.97M Buy
19,445
+979
+5% +$98.1K 0.5% 40
2021
Q4 		$1.99M Buy
+18,466
New +$1.94M 0.56% 36

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

EverSource Wealth Advisors's ESGU Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 12% in Q2 2026, selling an estimated $199K and leaving 9,133 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #268.

EverSource Wealth Advisors first reported a position in ESGU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.99M in Q4 2021. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • EverSource Wealth Advisors held 9,133 shares of iShares ESG Aware MSCI USA ETF worth $1.49M as of Q2 2026.
  • EverSource Wealth Advisors sold 1,258 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $199K.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #268 holding.
  • EverSource Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.99M in Q4 2021.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.