Financial Perspectives’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Financial Perspectives’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	$156K	Buy	955 +1	+0.1%	+$158	0.04%	197
2026 Q1	$135K	Hold	954	–	–	0.04%	210
2025 Q4	$142K	Hold	954	–	–	0.04%	195
2025 Q3	$139K	Hold	954	–	–	0.04%	200
2025 Q2	$129K	Hold	954	–	–	0.04%	198
2025 Q1	$116K	Hold	954	–	–	0.04%	203
2024 Q4	$123K	Buy	954 +1	+0.1%	+$130	0.04%	194
2024 Q3	$120K	Hold	953	–	–	0.04%	194
2024 Q2	$114K	Hold	953	–	–	0.04%	188
2024 Q1	$110K	Hold	953	–	–	0.04%	195
2023 Q4	$100K	Buy	953 +1	+0.1%	+$98	0.04%	198
2023 Q3	$89.4K	Hold	952	–	–	0.04%	197
2023 Q2	$92.8K	Hold	952	–	–	0.04%	201
2023 Q1	$86.1K	Hold	952	–	–	0.04%	203
2022 Q4	$80.7K	Buy	952 +1	+0.1%	+$85	0.04%	198
2022 Q3	$75.6K	Hold	951	–	–	0.04%	200
2022 Q2	$79.8K	Hold	951	–	–	0.05%	194
2022 Q1	$96.4K	Buy	951 +291	+44%	+$29.1K	0.05%	195
2021 Q4	$71.2K	Hold	660	–	–	0.03%	207
2021 Q3	$65K	Hold	660	–	–	0.03%	215
2021 Q2	$65K	Buy	660 +52	+9%	+$4.97K	0.03%	230
2021 Q1	$55.2K	Hold	608	–	–	0.03%	238
2020 Q4	$52.3K	Buy	+608	New	+$49.4K	0.03%	225

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Perspectives's ESGU Position: Q2 2026 in Review

Financial Perspectives increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.1% in Q2 2026, buying an estimated $158 and bringing the position to 955 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #197.

Financial Perspectives first reported a position in ESGU in Q4 2020 and has held it in 23 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Financial Perspectives held 955 shares of iShares ESG Aware MSCI USA ETF worth $156K as of Q2 2026.
Financial Perspectives bought 1 iShares ESG Aware MSCI USA ETF share in Q2 2026, an estimated $158.
iShares ESG Aware MSCI USA ETF made up 0.04% of Financial Perspectives's portfolio in Q2 2026, its #197 holding.
Financial Perspectives first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.