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Golden State Equity Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Golden State Equity 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 		– Sell
-90
Closed -$12.7K – 777
2026
Q1 		$12.7K Buy
+90
New +$13.3K ﹤0.01% 1226
2024
Q4 		– Sell
-118
Closed -$14.9K – 582
2024
Q3 		$14.9K Buy
+118
New +$14.3K ﹤0.01% 669
2021
Q3 		– Sell
-2,341
Closed -$230K – 249
2021
Q2 		$230K Buy
+2,341
New +$224K 0.09% 214

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

Golden State Equity Partners's ESGU Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026, closing a stake of 90 shares — an estimated $12.7K sold.

Golden State Equity Partners first reported a position in ESGU in Q2 2021 and held it in 3 quarters. The position peaked at $230K in Q2 2021. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 90 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $12.7K.
  • Golden State Equity Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and held it in 3 quarters.
  • Golden State Equity Partners's iShares ESG Aware MSCI USA ETF position peaked at $230K in Q2 2021.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.