Janney Montgomery Scott
ESGU icon

Janney Montgomery Scott’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Janney Montgomery Scott’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 		$17.2M Sell
104,841
-903
-0.9% -$143K 0.03% 499
2026
Q1 		$15M Buy
105,744
+383
+0.4% +$56.7K 0.04% 434
2025
Q4 		$15.7M Sell
105,361
-4,002
-4% -$592K 0.04% 447
2025
Q3 		$15.9M Buy
109,363
+13,290
+14% +$1.86M 0.04% 437
2025
Q2 		$13M Buy
96,073
+183
+0.2% +$22.8K 0.03% 455
2025
Q1 		$11.7M Buy
95,890
+880
+0.9% +$113K 0.03% 480
2024
Q4 		$12.2M Sell
95,010
-91,189
-49% -$11.8M 0.03% 472
2024
Q3 		$23.5M Buy
+186,199
New +$22.6M 0.07% 291
2024
Q2 		– Sell
-204,743
Closed -$23.5M – 2664
2024
Q1 		$23.5M Sell
204,743
-430,087
-68% -$47.1M 0.07% 283
2023
Q4 		$66.6M Buy
634,830
+14,754
+2% +$1.44M 0.22% 94
2023
Q3 		$58.2M Sell
620,076
-402,689
-39% -$39.4M 0.22% 96
2023
Q2 		$99.7M Sell
1,022,765
-3,159
-0.3% -$292K 0.35% 64
2023
Q1 		$92.8M Sell
1,025,924
-1,708,085
-62% -$151M 0.38% 61
2022
Q4 		$232M Sell
2,734,009
-546,332
-17% -$46.6M 0.9% 10
2022
Q3 		$260M Sell
3,280,341
-14,348
-0.4% -$1.27M 1.12% 8
2022
Q2 		$277M Sell
3,294,689
-169,995
-5% -$15.5M 1.25% 8
2022
Q1 		$351M Buy
3,464,684
+123,880
+4% +$12.4M 1.5% 6
2021
Q4 		$360M Buy
3,340,804
+71,362
+2% +$7.49M 1.4% 9
2021
Q3 		$322M Buy
3,269,442
+635,640
+24% +$64.4M 1.38% 10
2021
Q2 		$259M Buy
2,633,802
+44,749
+2% +$4.28M 1.14% 10
2021
Q1 		$235M Sell
2,589,053
-286,216
-10% -$25.4M 1.14% 11
2020
Q4 		$247M Buy
2,875,269
+801,321
+39% +$65.1M 1.2% 12
2020
Q3 		$158M Buy
2,073,948
+116,441
+6% +$8.77M 0.9% 15
2020
Q2 		$137M Buy
1,957,507
+899,670
+85% +$59.2M 0.87% 15
2020
Q1 		$60.8M Buy
+1,057,837
New +$72M 0.48% 42

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

Janney Montgomery Scott's ESGU Position: Q2 2026 in Review

Janney Montgomery Scott reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.85% in Q2 2026, selling an estimated $143K and leaving 104,841 shares worth $17.2M. The position accounts for 0.03% of the portfolio, ranked #499.

Janney Montgomery Scott first reported a position in ESGU in Q1 2020 and has held it in 25 quarters since. The position peaked at $360M in Q4 2021. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Janney Montgomery Scott held 104,841 shares of iShares ESG Aware MSCI USA ETF worth $17.2M as of Q2 2026.
  • Janney Montgomery Scott sold 903 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $143K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Janney Montgomery Scott's portfolio in Q2 2026, its #499 holding.
  • Janney Montgomery Scott first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
  • Janney Montgomery Scott's iShares ESG Aware MSCI USA ETF position peaked at $360M in Q4 2021.
  • 862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.