Glassman Wealth Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Glassman Wealth Services’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	$2.81K	Hold	17	–	–	﹤0.01%	216
2026 Q1	$2.42K	Hold	17	–	–	﹤0.01%	171
2025 Q4	$2.55K	Hold	17	–	–	﹤0.01%	181
2025 Q3	$2.48K	Hold	17	–	–	﹤0.01%	168
2025 Q2	$2.3K	Hold	17	–	–	﹤0.01%	164
2025 Q1	$2.07K	Sell	17 -18	-51%	-$2.32K	﹤0.01%	188
2024 Q4	$4.5K	Buy	+35	New	+$4.53K	﹤0.01%	149
2023 Q3	–	Sell	-69	Closed	-$6.72K	–	2017
2023 Q2	$6.72K	Buy	+69	New	+$6.37K	﹤0.01%	920

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

Glassman Wealth Services's ESGU Position: Q2 2026 in Review

Glassman Wealth Services held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 17 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Glassman Wealth Services first reported a position in ESGU in Q2 2023 and has held it in 8 quarters since. The position peaked at $6.72K in Q2 2023. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Glassman Wealth Services held 17 shares of iShares ESG Aware MSCI USA ETF worth $2.81K as of Q2 2026.
Glassman Wealth Services 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 Glassman Wealth Services's portfolio in Q2 2026, its #216 holding.
Glassman Wealth Services first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and has held it in 8 quarters since.
Glassman Wealth Services's iShares ESG Aware MSCI USA ETF position peaked at $6.72K in Q2 2023.
862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.