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J. Mark Nickell & Co’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

J. Mark Nickell & Co’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 		$531K Sell
3,246
-181
-5% -$28.6K 0.42% 20
2026
Q1 		$485K Sell
3,427
-2,500
-42% -$370K 0.44% 19
2025
Q4 		$883K Buy
+5,927
New +$876K 0.82% 16

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

J. Mark Nickell & Co's ESGU Position: Q2 2026 in Review

J. Mark Nickell & Co reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.3% in Q2 2026, selling an estimated $28.6K and leaving 3,246 shares worth $531K. The position accounts for 0.42% of the portfolio, ranked #20.

J. Mark Nickell & Co first reported a position in ESGU in Q4 2025 and has held it in 3 quarters since. The position peaked at $883K in Q4 2025. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • J. Mark Nickell & Co held 3,246 shares of iShares ESG Aware MSCI USA ETF worth $531K as of Q2 2026.
  • J. Mark Nickell & Co sold 181 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $28.6K.
  • iShares ESG Aware MSCI USA ETF made up 0.42% of J. Mark Nickell & Co's portfolio in Q2 2026, its #20 holding.
  • J. Mark Nickell & Co first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • J. Mark Nickell & Co's iShares ESG Aware MSCI USA ETF position peaked at $883K in Q4 2025.
  • 862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on J. Mark Nickell & Co's 13F filing for Q2 2026, filed 11 Aug 2026.