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

Harbor 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 		$86.3K Hold
527
– – 0.01% 602
2026
Q1 		$74.5K Hold
527
– – 0.01% 559
2025
Q4 		$78.5K Hold
527
– – 0.01% 564
2025
Q3 		$76.7K Hold
527
– – 0.01% 557
2025
Q2 		$71.3K Hold
527
– – 0.01% 565
2025
Q1 		$64.2K Hold
527
– – 0.01% 552
2024
Q4 		$67.9K Hold
527
– – 0.01% 535
2024
Q3 		$66.5K Buy
527
+14
+3% +$1.7K 0.01% 541
2024
Q2 		$61.2K Buy
513
+96
+23% +$11K 0.01% 545
2024
Q1 		$47.9K Buy
417
+104
+33% +$11.4K 0.01% 594
2023
Q4 		$32.8K Buy
313
+171
+120% +$16.7K ﹤0.01% 641
2023
Q3 		$13.3K Sell
142
-50
-26% -$4.9K ﹤0.01% 760
2023
Q2 		$18.7K Sell
192
-53
-22% -$4.89K ﹤0.01% 910
2023
Q1 		$22.2K Sell
245
-426
-63% -$37.7K ﹤0.01% 899
2022
Q4 		$56.9K Hold
671
– – 0.01% 663
2022
Q3 		$53K Buy
671
+63
+10% +$5.58K 0.01% 672
2022
Q2 		$51K Buy
608
+64
+12% +$5.85K 0.01% 699
2022
Q1 		$55K Buy
544
+79
+17% +$7.91K 0.01% 721
2021
Q4 		$50K Buy
465
+328
+239% +$34.4K 0.01% 748
2021
Q3 		$14K Buy
137
+116
+552% +$11.8K ﹤0.01% 999
2021
Q2 		$2K Buy
21
+1
+5% +$96 ﹤0.01% 1173
2021
Q1 		$2K Buy
20
+4
+25% +$356 ﹤0.01% 1162
2020
Q4 		$1K Buy
16
+15
+1,500% +$1.22K ﹤0.01% 1150
2020
Q3 		$0 Buy
+1
New +$75 ﹤0.01% 1169
2020
Q2 		– Sell
-105
Closed -$6K – 1175
2020
Q1 		$6K Hold
105
– – ﹤0.01% 827
2019
Q4 		$7K Buy
+105
New +$7.15K ﹤0.01% 672

Other funds holding ESGU

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Harbor Investment Advisory held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 527 shares worth $86.3K. The position accounts for 0.01% of the portfolio, ranked #602.

Harbor Investment Advisory first reported a position in ESGU in Q4 2019 and has held it in 26 quarters since. 572 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Harbor Investment Advisory held 527 shares of iShares ESG Aware MSCI USA ETF worth $86.3K as of Q2 2026.
  • Harbor Investment Advisory left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #602 holding.
  • Harbor Investment Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and has held it in 26 quarters since.
  • 572 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.