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J.W. Cole Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

J.W. Cole 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 		$2.48M Sell
15,133
-183
-1% -$28.9K 0.04% 429
2026
Q1 		$2.17M Buy
15,316
+288
+2% +$42.6K 0.07% 232
2025
Q4 		$2.23M Buy
15,028
+396
+3% +$58.5K 0.05% 355
2025
Q3 		$2.13M Buy
14,632
+973
+7% +$136K 0.04% 427
2025
Q2 		$1.85M Sell
13,659
-48
-0.4% -$5.99K 0.04% 441
2025
Q1 		$1.67M Buy
13,707
+3,982
+41% +$513K 0.05% 371
2024
Q4 		$1.25M Sell
9,725
-677
-7% -$87.7K 0.05% 352
2024
Q3 		$1.31M Sell
10,402
-673
-6% -$81.7K 0.06% 331
2024
Q2 		$1.32M Sell
11,075
-8
-0.1% -$919 0.06% 298
2024
Q1 		$1.27M Buy
11,083
+1,291
+13% +$141K 0.06% 293
2023
Q4 		$1.03M Buy
9,792
+2
+0% +$196 0.06% 300
2023
Q3 		$919K Buy
9,790
+226
+2% +$22.1K 0.07% 275
2023
Q2 		$932K Sell
9,564
-1,197
-11% -$111K 0.07% 279
2023
Q1 		$973K Buy
10,761
+4
+0% +$354 0.07% 293
2022
Q4 		$912K Sell
10,757
-1,241
-10% -$106K 0.07% 284
2022
Q3 		$953K Buy
11,998
+926
+8% +$82K 0.08% 261
2022
Q2 		$929K Sell
11,072
-1,250
-10% -$114K 0.07% 274
2022
Q1 		$1.25M Buy
12,322
+237
+2% +$23.7K 0.08% 250
2021
Q4 		$1.3M Buy
+12,085
New +$1.27M 0.08% 250
2021
Q3 		– Sell
-10,128
Closed -$997K – 525
2021
Q2 		$997K Buy
10,128
+536
+6% +$51.3K 0.08% 269
2021
Q1 		$872K Buy
9,592
+3,305
+53% +$294K 0.08% 265
2020
Q4 		$541K Sell
6,287
-1,607
-20% -$130K 0.06% 327
2020
Q3 		$602K Buy
+7,894
New +$595K 0.05% 366

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.W. Cole Advisors's ESGU Position: Q2 2026 in Review

J.W. Cole Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.2% in Q2 2026, selling an estimated $28.9K and leaving 15,133 shares worth $2.48M. The position accounts for 0.04% of the portfolio, ranked #429.

J.W. Cole Advisors first reported a position in ESGU in Q3 2020 and has held it in 23 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • J.W. Cole Advisors held 15,133 shares of iShares ESG Aware MSCI USA ETF worth $2.48M as of Q2 2026.
  • J.W. Cole Advisors sold 183 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $28.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #429 holding.
  • J.W. Cole Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 23 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.