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Global Retirement Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Global Retirement Partners’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 		$1.91M Buy
+11,675
New +$1.85M 0.03% 504
2025
Q4 		$1.7M Buy
11,427
+1,070
+10% +$158K 0.03% 479
2025
Q3 		$1.51M Buy
10,357
+39
+0.4% +$5.46K 0.03% 423
2025
Q2 		$1.4M Buy
+10,318
New +$1.29M 0.03% 412
2024
Q4 		$1.59M Sell
12,366
-538
-4% -$69.7K 0.05% 345
2024
Q3 		$1.63M Sell
12,904
-1,183
-8% -$144K 0.05% 336
2024
Q2 		$1.68M Sell
14,087
-295
-2% -$33.9K 0.05% 300
2024
Q1 		$1.65M Sell
14,382
-2,163
-13% -$237K 0.06% 266
2023
Q4 		$1.73M Sell
16,545
-1,869
-10% -$183K 0.07% 239
2023
Q3 		$1.72M Sell
18,414
-5,508
-23% -$539K 0.09% 212
2023
Q2 		$2.33M Sell
23,922
-2,353
-9% -$217K 0.11% 169
2023
Q1 		$2.36M Sell
26,275
-29,110
-53% -$2.57M 0.13% 164
2022
Q4 		$4.69M Buy
55,385
+8,534
+18% +$728K 0.32% 63
2022
Q3 		$4.02M Sell
46,851
-5,805
-11% -$514K 0.3% 72
2022
Q2 		$4.42M Buy
52,656
+10,759
+26% +$983K 0.35% 61
2022
Q1 		$3.67M Buy
+41,897
New +$4.2M 0.29% 83
2021
Q4 		– Sell
-6,603
Closed -$650K – 672
2021
Q3 		$650K Buy
6,603
+1,289
+24% +$131K 0.06% 254
2021
Q2 		$523K Buy
5,314
+1,084
+26% +$104K 0.05% 283
2021
Q1 		$384K Buy
4,230
+277
+7% +$24.6K 0.05% 303
2020
Q4 		$340K Buy
3,953
+1,911
+94% +$155K 0.04% 299
2020
Q3 		$156K Sell
2,042
-84
-4% -$6.33K 0.02% 404
2020
Q2 		$149K Buy
2,126
+1,024
+93% +$67.4K 0.02% 407
2020
Q1 		$63K Buy
+1,102
New +$75K 0.01% 511

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

Global Retirement Partners's ESGU Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 11,675 shares worth $1.91M. The stake represents 0.03% of the portfolio and ranks #504 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ESGU as recently as Q4 2025.

Global Retirement Partners first reported a position in ESGU in Q1 2020 and has held it in 23 quarters since. The position peaked at $4.69M in Q4 2022. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Global Retirement Partners held 11,675 shares of iShares ESG Aware MSCI USA ETF worth $1.91M as of Q2 2026.
  • iShares ESG Aware MSCI USA ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #504 holding.
  • Global Retirement Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 23 quarters since.
  • Global Retirement Partners's iShares ESG Aware MSCI USA ETF position peaked at $4.69M in Q4 2022.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.