Independent Advisor Alliance’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Independent Advisor Alliance’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	$721K	Sell	4,405 -14,348	-77%	-$2.27M	0.02%	555
2026 Q1	$2.65M	Buy	18,753 +14,307	+322%	+$2.12M	0.03%	476
2025 Q4	$662K	Hold	4,446	–	–	0.02%	577
2025 Q3	$647K	Buy	4,446 +1,742	+64%	+$244K	0.02%	552
2025 Q2	$366K	Buy	+2,704	New	+$338K	0.01%	677
2025 Q1	–	Sell	-24,408	Closed	-$3.14M	–	949
2024 Q4	$3.14M	Buy	+24,408	New	+$3.16M	0.04%	388

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

Independent Advisor Alliance's ESGU Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 77% in Q2 2026, selling an estimated $2.27M and leaving 4,405 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #555.

Independent Advisor Alliance first reported a position in ESGU in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.14M in Q4 2024. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Independent Advisor Alliance held 4,405 shares of iShares ESG Aware MSCI USA ETF worth $721K as of Q2 2026.
Independent Advisor Alliance sold 14,348 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $2.27M.
iShares ESG Aware MSCI USA ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #555 holding.
Independent Advisor Alliance first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
Independent Advisor Alliance's iShares ESG Aware MSCI USA ETF position peaked at $3.14M in Q4 2024.
868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.