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Goodwin Investment Advisory’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Goodwin Investment Advisory’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 		$5.01M Sell
30,636
-1
-0% -$158 10.1% 3
2026
Q1 		$4.33M Sell
30,637
-135
-0.4% -$20K 5.16% 4
2025
Q4 		$4.58M Sell
30,772
-1,622
-5% -$240K 5.03% 4
2025
Q3 		$4.72M Sell
32,394
-3,076
-9% -$431K 5.06% 4
2025
Q2 		$4.8M Sell
35,470
-1,378
-4% -$172K 5.54% 4
2025
Q1 		$4.49M Sell
36,848
-9,533
-21% -$1.23M 6.98% 3
2024
Q4 		$5.97M Sell
46,381
-183
-0.4% -$23.7K 3.13% 7
2024
Q3 		$5.88M Sell
46,564
-9,582
-17% -$1.16M 2.54% 7
2024
Q2 		$6.7M Buy
56,146
+6,662
+13% +$765K 3.07% 6
2024
Q1 		$5.69M Sell
49,484
-6,897
-12% -$756K 2.68% 6
2023
Q4 		$5.92M Sell
56,381
-15,266
-21% -$1.5M 3.08% 6
2023
Q3 		$6.73M Sell
71,647
-1,860
-3% -$182K 3.98% 5
2023
Q2 		$7.16M Sell
73,507
-4,716
-6% -$435K 4.18% 5
2023
Q1 		$7.08M Sell
78,223
-992
-1% -$87.7K 4.61% 5
2022
Q4 		$6.71M Sell
79,215
-356,890
-82% -$30.4M 4.76% 5
2022
Q3 		$34.6M Buy
436,105
+9,764
+2% +$865K 26.21% 1
2022
Q2 		$35.8M Buy
426,341
+54,760
+15% +$5M 27.57% 1
2022
Q1 		$37.7M Buy
371,581
+46,919
+14% +$4.7M 25.82% 2
2021
Q4 		$35M Buy
324,662
+21,177
+7% +$2.22M 26.21% 1
2021
Q3 		$29.9M Buy
303,485
+20,653
+7% +$2.09M 29.01% 1
2021
Q2 		$27.8M Buy
282,832
+22,571
+9% +$2.16M 30.28% 1
2021
Q1 		$23.7M Sell
260,261
-6,430
-2% -$572K 27.84% 1
2020
Q4 		$22.9M Buy
+266,691
New +$21.7M 28.08% 2

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

Goodwin Investment Advisory's ESGU Position: Q2 2026 in Review

Goodwin Investment Advisory reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0% in Q2 2026, selling an estimated $158 and leaving 30,636 shares worth $5.01M. The position accounts for 10.1% of the portfolio, ranked #3.

Goodwin Investment Advisory first reported a position in ESGU in Q4 2020 and has held it in 23 quarters since. The position peaked at $37.7M in Q1 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Goodwin Investment Advisory held 30,636 shares of iShares ESG Aware MSCI USA ETF worth $5.01M as of Q2 2026.
  • Goodwin Investment Advisory sold 1 iShares ESG Aware MSCI USA ETF share in Q2 2026, an estimated $158.
  • iShares ESG Aware MSCI USA ETF made up 10.1% of Goodwin Investment Advisory's portfolio in Q2 2026, its #3 holding.
  • Goodwin Investment Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • Goodwin Investment Advisory's iShares ESG Aware MSCI USA ETF position peaked at $37.7M in Q1 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Goodwin Investment Advisory's 13F filing for Q2 2026, filed 19 Aug 2026.