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Harbour Investments’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Harbour Investments’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 		$16.8M Buy
102,610
+5,615
+6% +$888K 0.23% 88
2026
Q1 		$13.7M Buy
96,995
+2,894
+3% +$428K 0.21% 95
2025
Q4 		$14M Buy
94,101
+5,367
+6% +$794K 0.28% 65
2025
Q3 		$12.9M Buy
88,734
+834
+0.9% +$117K 0.29% 64
2025
Q2 		$11.9M Buy
87,900
+1,005
+1% +$125K 0.3% 58
2025
Q1 		$10.6M Sell
86,895
-4,015
-4% -$517K 0.3% 61
2024
Q4 		$11.7M Buy
90,910
+789
+0.9% +$102K 0.34% 51
2024
Q3 		$11.4M Buy
90,121
+2,378
+3% +$289K 0.34% 46
2024
Q2 		$10.5M Buy
87,743
+660
+0.8% +$75.8K 0.35% 42
2024
Q1 		$10M Sell
87,083
-16,016
-16% -$1.75M 0.35% 49
2023
Q4 		$10.8M Sell
103,099
-1,108
-1% -$109K 0.45% 33
2023
Q3 		$9.79M Sell
104,207
-6,844
-6% -$670K 0.49% 30
2023
Q2 		$10.8M Buy
111,051
+9,793
+10% +$904K 0.54% 28
2023
Q1 		$9.16M Sell
101,258
-35,143
-26% -$3.11M 0.5% 32
2022
Q4 		$11.6M Sell
136,401
-14,509
-10% -$1.24M 0.71% 21
2022
Q3 		$12.7M Hold
150,910
– – 0.85% 19
2022
Q2 		$12.7M Buy
+150,910
New +$13.8M 0.85% 19
2021
Q4 		$12.9M Sell
119,417
-39,179
-25% -$4.11M 0.77% 25
2021
Q3 		$15.6M Buy
158,596
+33,904
+27% +$3.44M 0.5% 37
2021
Q2 		$12.3M Buy
124,692
+6,437
+5% +$616K 0.39% 47
2021
Q1 		$10.7M Buy
+118,255
New +$10.5M 0.39% 48

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

Harbour Investments's ESGU Position: Q2 2026 in Review

Harbour Investments increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.8% in Q2 2026, buying an estimated $888K and bringing the position to 102,610 shares worth $16.8M. The position accounts for 0.23% of the portfolio, ranked #88.

Harbour Investments first reported a position in ESGU in Q1 2021 and has held it in 21 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Harbour Investments held 102,610 shares of iShares ESG Aware MSCI USA ETF worth $16.8M as of Q2 2026.
  • Harbour Investments bought 5,615 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $888K.
  • iShares ESG Aware MSCI USA ETF made up 0.23% of Harbour Investments's portfolio in Q2 2026, its #88 holding.
  • Harbour Investments first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 21 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.