Ipsen Advisor Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Ipsen Advisor Group’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	$1.89M	Buy	11,556 +27	+0.2%	+$4.27K	1.22%	23
2026 Q1	$1.63M	Sell	11,529 -220	-2%	-$32.5K	1.14%	24
2025 Q4	$1.75M	Sell	11,749 -1,784	-13%	-$264K	1.24%	22
2025 Q3	$1.97M	Sell	13,533 -362	-3%	-$50.7K	1.42%	19
2025 Q2	$1.88M	Sell	13,895 -139	-1%	-$17.4K	1.43%	17
2025 Q1	$1.71M	Sell	14,034 -494	-3%	-$63.6K	1.47%	16
2024 Q4	$1.87M	Buy	+14,528	New	+$1.88M	1.6%	15
2022 Q4	$2.37M	Buy	+28,014	New	+$2.39M	2.74%	8

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

Ipsen Advisor Group's ESGU Position: Q2 2026 in Review

Ipsen Advisor Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.23% in Q2 2026, buying an estimated $4.27K and bringing the position to 11,556 shares worth $1.89M. The position accounts for 1.22% of the portfolio, ranked #23.

Ipsen Advisor Group first reported a position in ESGU in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.37M in Q4 2022. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Ipsen Advisor Group held 11,556 shares of iShares ESG Aware MSCI USA ETF worth $1.89M as of Q2 2026.
Ipsen Advisor Group bought 27 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $4.27K.
iShares ESG Aware MSCI USA ETF made up 1.22% of Ipsen Advisor Group's portfolio in Q2 2026, its #23 holding.
Ipsen Advisor Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 8 quarters since.
Ipsen Advisor Group's iShares ESG Aware MSCI USA ETF position peaked at $2.37M in Q4 2022.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.