Heritage Family Offices’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Heritage Family Offices’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	$433K	Sell	2,647 -425	-14%	-$67.2K	0.17%	114
2026 Q1	$434K	Sell	3,072 -403	-12%	-$59.6K	0.19%	111
2025 Q4	$518K	Sell	3,475 -1,034	-23%	-$153K	0.24%	95
2025 Q3	$657K	Sell	4,509 -670	-13%	-$93.8K	0.31%	77
2025 Q2	$628K	Hold	5,179	–	–	0.32%	79
2025 Q1	$631K	Sell	5,179 -917	-15%	-$118K	0.32%	77
2024 Q4	$785K	Sell	6,096 -233	-4%	-$30.2K	0.39%	59
2024 Q3	$799K	Sell	6,329 -349	-5%	-$42.4K	0.41%	54
2024 Q2	$797K	Buy	+6,678	New	+$767K	0.44%	51

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

Heritage Family Offices's ESGU Position: Q2 2026 in Review

Heritage Family Offices reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 14% in Q2 2026, selling an estimated $67.2K and leaving 2,647 shares worth $433K. The position accounts for 0.17% of the portfolio, ranked #114.

Heritage Family Offices first reported a position in ESGU in Q2 2024 and has held it in 9 quarters since. The position peaked at $799K in Q3 2024. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Heritage Family Offices held 2,647 shares of iShares ESG Aware MSCI USA ETF worth $433K as of Q2 2026.
Heritage Family Offices sold 425 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $67.2K.
iShares ESG Aware MSCI USA ETF made up 0.17% of Heritage Family Offices's portfolio in Q2 2026, its #114 holding.
Heritage Family Offices first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's iShares ESG Aware MSCI USA ETF position peaked at $799K in Q3 2024.
862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.