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

Flagship 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 		$67.3K Sell
411
-120
-23% -$19K 0.02% 245
2026
Q1 		$71.8K Buy
531
+120
+29% +$17.8K 0.03% 166
2025
Q4 		$61.2K Sell
411
-120
-23% -$17.7K 0.02% 203
2025
Q3 		$77.3K Hold
531
– – 0.03% 183
2025
Q2 		$71.8K Sell
531
-78
-13% -$9.74K 0.03% 178
2025
Q1 		$74.2K Sell
609
-7
-1% -$901 0.03% 168
2024
Q4 		$79.4K Buy
+616
New +$79.8K 0.05% 155

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

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

Flagship Wealth Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 23% in Q2 2026, selling an estimated $19K and leaving 411 shares worth $67.3K. The position accounts for 0.02% of the portfolio, ranked #245.

Flagship Wealth Advisors first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. The position peaked at $79.4K in Q4 2024. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Flagship Wealth Advisors held 411 shares of iShares ESG Aware MSCI USA ETF worth $67.3K as of Q2 2026.
  • Flagship Wealth Advisors sold 120 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $19K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Flagship Wealth Advisors's portfolio in Q2 2026, its #245 holding.
  • Flagship Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • Flagship Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $79.4K in Q4 2024.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.