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Intrua Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Intrua Financial’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 		$785K Sell
4,794
-6
-0.1% -$949 0.07% 202
2026
Q1 		$679K Sell
4,800
-25
-0.5% -$3.7K 0.07% 201
2025
Q4 		$719K Buy
4,825
+55
+1% +$8.13K 0.08% 192
2025
Q3 		$695K Buy
4,770
+55
+1% +$7.7K 0.08% 199
2025
Q2 		$638K Sell
4,715
-708
-13% -$88.4K 0.09% 171
2025
Q1 		$661K Hold
5,423
– – 0.1% 153
2024
Q4 		$699K Sell
5,423
-25
-0.5% -$3.24K 0.11% 144
2024
Q3 		$687K Sell
5,448
-417
-7% -$50.6K 0.1% 163
2024
Q2 		$700K Sell
5,865
-282
-5% -$32.4K 0.1% 169
2024
Q1 		$707K Sell
6,147
-195
-3% -$21.4K 0.1% 185
2023
Q4 		$665K Hold
6,342
– – 0.1% 185
2023
Q3 		$596K Sell
6,342
-631
-9% -$61.8K 0.1% 172
2023
Q2 		$680K Sell
6,973
-698
-9% -$64.5K 0.11% 160
2023
Q1 		$695K Sell
7,671
-143
-2% -$12.6K 0.14% 141
2022
Q4 		$673K Sell
7,814
-1,362
-15% -$116K 0.16% 144
2022
Q3 		$729K Sell
9,176
-19,406
-68% -$1.72M 0.19% 119
2022
Q2 		$2.4M Sell
28,582
-3,515
-11% -$321K 0.51% 42
2022
Q1 		$3.25M Sell
32,097
-1,086
-3% -$109K 0.58% 35
2021
Q4 		$3.58M Sell
33,183
-4,494
-12% -$472K 0.63% 32
2021
Q3 		$3.92M Buy
37,677
+1,182
+3% +$120K 0.72% 25
2021
Q2 		$3.72M Buy
36,495
+9,700
+36% +$928K 0.89% 23
2021
Q1 		$2.57M Buy
+26,795
New +$2.38M 0.65% 27

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Intrua Financial's ESGU Position: Q2 2026 in Review

Intrua Financial reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.13% in Q2 2026, selling an estimated $949 and leaving 4,794 shares worth $785K. The position accounts for 0.07% of the portfolio, ranked #202.

Intrua Financial first reported a position in ESGU in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.92M in Q3 2021. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Intrua Financial held 4,794 shares of iShares ESG Aware MSCI USA ETF worth $785K as of Q2 2026.
  • Intrua Financial sold 6 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $949.
  • iShares ESG Aware MSCI USA ETF made up 0.07% of Intrua Financial's portfolio in Q2 2026, its #202 holding.
  • Intrua Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 22 quarters since.
  • Intrua Financial's iShares ESG Aware MSCI USA ETF position peaked at $3.92M in Q3 2021.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.