Haverford Trust Company’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Haverford Trust Company’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	$280K	Hold	1,711	–	–	﹤0.01%	372
2026 Q1	$242K	Hold	1,711	–	–	﹤0.01%	396
2025 Q4	$255K	Hold	1,711	–	–	﹤0.01%	377
2025 Q3	$249K	Sell	1,711 -145	-8%	-$20.3K	﹤0.01%	373
2025 Q2	$251K	Hold	1,856	–	–	﹤0.01%	379
2025 Q1	$226K	Hold	1,856	–	–	﹤0.01%	377
2024 Q4	$239K	Sell	1,856 -1,172	-39%	-$152K	﹤0.01%	366
2024 Q3	$382K	Hold	3,028	–	–	﹤0.01%	339
2024 Q2	$361K	Hold	3,028	–	–	﹤0.01%	335
2024 Q1	$348K	Hold	3,028	–	–	﹤0.01%	324
2023 Q4	$318K	Sell	3,028 -458	-13%	-$44.9K	﹤0.01%	324
2023 Q3	$327K	Buy	+3,486	New	+$341K	﹤0.01%	308
2022 Q2	–	Sell	-3,350	Closed	-$340K	–	345
2022 Q1	$340K	Buy	+3,350	New	+$336K	﹤0.01%	291

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

Haverford Trust Company's ESGU Position: Q2 2026 in Review

Haverford Trust Company held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 1,711 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Haverford Trust Company first reported a position in ESGU in Q1 2022 and has held it in 13 quarters since. The position peaked at $382K in Q3 2024. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Haverford Trust Company held 1,711 shares of iShares ESG Aware MSCI USA ETF worth $280K as of Q2 2026.
Haverford Trust Company 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 Haverford Trust Company's portfolio in Q2 2026, its #372 holding.
Haverford Trust Company first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and has held it in 13 quarters since.
Haverford Trust Company's iShares ESG Aware MSCI USA ETF position peaked at $382K in Q3 2024.
868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.