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Jeter Robert S II’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Jeter Robert S II’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 		$868K Sell
5,239
-50
-0.9% -$7.91K 0.83% 19
2026
Q1 		$849K Buy
+5,289
New +$782K 0.85% 18

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

Jeter Robert S II's ESGU Position: Q2 2026 in Review

Jeter Robert S II reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.95% in Q2 2026, selling an estimated $7.91K and leaving 5,239 shares worth $868K. The position accounts for 0.83% of the portfolio, ranked #19.

Jeter Robert S II first reported a position in ESGU in Q1 2026 and has held it in 2 quarters since. 861 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Jeter Robert S II held 5,239 shares of iShares ESG Aware MSCI USA ETF worth $868K as of Q2 2026.
  • Jeter Robert S II sold 50 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $7.91K.
  • iShares ESG Aware MSCI USA ETF made up 0.83% of Jeter Robert S II's portfolio in Q2 2026, its #19 holding.
  • Jeter Robert S II first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2026 and has held it in 2 quarters since.
  • 861 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Jeter Robert S II's 13F filing for Q2 2026, filed 14 Jul 2026.