Grey Fox Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Grey Fox Wealth Advisors’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	$527K	Hold	3,221	–	–	0.08%	100
2026 Q1	$456K	Buy	3,221 +158	+5%	+$23.4K	0.09%	93
2025 Q4	$456K	Sell	3,063 -660	-18%	-$97.6K	0.09%	90
2025 Q3	$542K	Buy	3,723 +169	+5%	+$23.7K	0.11%	85
2025 Q2	$481K	Buy	3,554 +165	+5%	+$20.6K	0.11%	86
2025 Q1	$413K	Buy	3,389 +592	+21%	+$76.2K	0.11%	88
2024 Q4	$360K	Buy	2,797 +260	+10%	+$33.7K	0.1%	96
2024 Q3	$320K	Buy	+2,537	New	+$308K	0.09%	100

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

Grey Fox Wealth Advisors's ESGU Position: Q2 2026 in Review

Grey Fox Wealth Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 3,221 shares worth $527K. The position accounts for 0.08% of the portfolio, ranked #100.

Grey Fox Wealth Advisors first reported a position in ESGU in Q3 2024 and has held it in 8 quarters since. The position peaked at $542K in Q3 2025. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Grey Fox Wealth Advisors held 3,221 shares of iShares ESG Aware MSCI USA ETF worth $527K as of Q2 2026.
Grey Fox Wealth Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.08% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #100 holding.
Grey Fox Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and has held it in 8 quarters since.
Grey Fox Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $542K in Q3 2025.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.