Highland Investment Advisors LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Highland Investment Advisors LLC’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	$33.2K	Buy	+203	New	+$32.1K	0.01%	222

Other funds holding ESGU

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Highland Investment Advisors LLC's ESGU Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 203 shares worth $33.2K. The stake represents 0.01% of the portfolio and ranks #222 among its holdings.

745 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Highland Investment Advisors LLC held 203 shares of iShares ESG Aware MSCI USA ETF worth $33.2K as of Q2 2026.
iShares ESG Aware MSCI USA ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #222 holding.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.