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Great Diamond Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Great Diamond 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 		$1.03M Buy
6,309
+1,269
+25% +$201K 0.18% 121
2026
Q1 		$713K Buy
5,040
+356
+8% +$52.7K 0.14% 134
2025
Q4 		$698K Sell
4,684
-451
-9% -$66.7K 0.13% 134
2025
Q3 		$748K Buy
5,135
+161
+3% +$22.5K 0.15% 131
2025
Q2 		$673K Sell
4,974
-162
-3% -$20.2K 0.14% 133
2025
Q1 		$626K Sell
5,136
-192
-4% -$24.7K 0.17% 101
2024
Q4 		$686K Sell
5,328
-9
-0.2% -$1.17K 0.18% 100
2024
Q3 		$673K Sell
5,337
-196
-4% -$23.8K 0.17% 105
2024
Q2 		$660K Sell
5,533
-330
-6% -$37.9K 0.16% 116
2024
Q1 		$674K Sell
5,863
-66
-1% -$7.23K 0.15% 117
2023
Q4 		$622K Sell
5,929
-73
-1% -$7.15K 0.15% 119
2023
Q3 		$564K Buy
6,002
+101
+2% +$9.89K 0.15% 121
2023
Q2 		$575K Buy
+5,901
New +$545K 0.15% 123
2022
Q1 		– Sell
-4,405
Closed -$475K – 218
2021
Q4 		$475K Buy
4,405
+599
+16% +$62.9K 0.12% 132
2021
Q3 		$374K Buy
3,806
+231
+6% +$23.4K 0.1% 148
2021
Q2 		$352K Buy
3,575
+952
+36% +$91.1K 0.1% 142
2021
Q1 		$238K Buy
+2,623
New +$233K 0.07% 174

Other funds holding ESGU

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Great Diamond Partners's ESGU Position: Q2 2026 in Review

Great Diamond Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 25% in Q2 2026, buying an estimated $201K and bringing the position to 6,309 shares worth $1.03M. The position accounts for 0.18% of the portfolio, ranked #121.

Great Diamond Partners first reported a position in ESGU in Q1 2021 and has held it in 17 quarters since. 412 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Great Diamond Partners held 6,309 shares of iShares ESG Aware MSCI USA ETF worth $1.03M as of Q2 2026.
  • Great Diamond Partners bought 1,269 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $201K.
  • iShares ESG Aware MSCI USA ETF made up 0.18% of Great Diamond Partners's portfolio in Q2 2026, its #121 holding.
  • Great Diamond Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 17 quarters since.
  • 412 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.