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

GFS 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	$80K	Hold	13,500	–	–	0.01%	205
2026 Q1	$1.91M	Hold	13,500	–	–	0.24%	67
2025 Q4	$2.01M	Sell	13,500 -495	-4%	-$73.2K	0.24%	72
2025 Q3	$2.04M	Hold	13,995	–	–	0.26%	66
2025 Q2	$1.89M	Hold	13,995	–	–	0.26%	69
2025 Q1	$1.71M	Hold	13,995	–	–	0.34%	54
2024 Q4	$1.8M	Hold	13,995	–	–	0.27%	65
2024 Q3	$1.77M	Buy	13,995 +13,960	+39,886%	+$1.7M	0.38%	46
2024 Q2	$1.67M	Sell	35 -13,960	-100%	-$1.6M	0.27%	68
2024 Q1	$1.61M	Sell	13,995 -245	-2%	-$26.8K	0.27%	69
2023 Q4	$1.49M	Hold	14,240	–	–	0.22%	73
2023 Q3	$1.34M	Buy	+14,240	New	+$1.39M	0.21%	75

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

GFS Advisors's ESGU Position: Q2 2026 in Review

GFS Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 13,500 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #205.

GFS Advisors first reported a position in ESGU in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.04M in Q3 2025. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

GFS Advisors held 13,500 shares of iShares ESG Aware MSCI USA ETF worth $80K as of Q2 2026.
GFS Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.01% of GFS Advisors's portfolio in Q2 2026, its #205 holding.
GFS Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and has held it in 12 quarters since.
GFS Advisors's iShares ESG Aware MSCI USA ETF position peaked at $2.04M in Q3 2025.
868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on GFS Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.