Icon Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Icon Wealth Advisors’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	$2.72M	Buy	16,638 +31	+0.2%	+$4.9K	0.16%	91
2026 Q1	$2.57M	Buy	16,607 +37	+0.2%	+$5.47K	0.17%	88
2025 Q4	$2.47M	Buy	16,570 +18	+0.1%	+$2.66K	0.16%	96
2025 Q3	$2.41M	Sell	16,552 -558	-3%	-$78.1K	0.16%	97
2025 Q2	$2.31M	Sell	17,110 -923	-5%	-$115K	0.16%	98
2025 Q1	$2.2M	Sell	18,033 -39,613	-69%	-$5.1M	0.18%	94
2024 Q4	$7.43M	Sell	57,646 -4,532	-7%	-$587K	0.61%	34
2024 Q3	$7.85M	Sell	62,178 -655	-1%	-$79.5K	0.65%	28
2024 Q2	$7.61M	Sell	62,833 -56,647	-47%	-$6.51M	0.68%	29
2024 Q1	$13.7M	Sell	119,480 -93,297	-44%	-$10.2M	1.28%	18
2023 Q4	$22.3M	Buy	+212,777	New	+$20.8M	2.32%	8
2022 Q4	$45.3M	Sell	534,909 -52,064	-9%	-$4.44M	5.21%	3
2022 Q3	$46.6M	Buy	+586,973	New	+$52M	5.66%	3

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

Icon Wealth Advisors's ESGU Position: Q2 2026 in Review

Icon Wealth Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.19% in Q2 2026, buying an estimated $4.9K and bringing the position to 16,638 shares worth $2.72M. The position accounts for 0.16% of the portfolio, ranked #91.

Icon Wealth Advisors first reported a position in ESGU in Q3 2022 and has held it in 13 quarters since. The position peaked at $46.6M in Q3 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Icon Wealth Advisors held 16,638 shares of iShares ESG Aware MSCI USA ETF worth $2.72M as of Q2 2026.
Icon Wealth Advisors bought 31 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $4.9K.
iShares ESG Aware MSCI USA ETF made up 0.16% of Icon Wealth Advisors's portfolio in Q2 2026, its #91 holding.
Icon Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $46.6M in Q3 2022.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.