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

Evolve 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 		– Sell
-4,961
Closed -$702K – 1075
2026
Q1 		$702K Hold
4,961
– – 0.04% 439
2025
Q4 		$739K Buy
+4,961
New +$734K 0.04% 387

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

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

Evolve Private Wealth sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026, closing a stake of 4,961 shares — an estimated $702K sold.

Evolve Private Wealth first reported a position in ESGU in Q4 2025 and held it in 2 quarters. The position peaked at $739K in Q4 2025. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Evolve Private Wealth reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 4,961 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $702K.
  • Evolve Private Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's iShares ESG Aware MSCI USA ETF position peaked at $739K in Q4 2025.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.