JFS Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

JFS Wealth 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	$219K	Sell	1,336 -151	-10%	-$23.9K	0.01%	324
2026 Q1	$210K	Hold	1,487	–	–	0.01%	320
2025 Q4	$222K	Sell	1,487 -8	-0.5%	-$1.18K	0.01%	306
2025 Q3	$218K	Buy	1,495 +402	+37%	+$56.3K	0.01%	315
2025 Q2	$148K	Sell	1,093 -21	-2%	-$2.62K	0.01%	326
2025 Q1	$136K	Buy	1,114 +339	+44%	+$43.7K	0.01%	338
2024 Q4	$99.8K	Buy	775 +60	+8%	+$7.77K	0.01%	362
2024 Q3	$90.2K	Sell	715 -38	-5%	-$4.61K	0.01%	379
2024 Q2	$89.8K	Buy	753 +43	+6%	+$4.94K	0.01%	322
2024 Q1	$81.6K	Sell	710 -47	-6%	-$5.15K	0.01%	351
2023 Q4	$79.4K	Buy	+757	New	+$74.1K	0.01%	340
2022 Q1	–	Sell	-51	Closed	-$6K	–	1866
2021 Q4	$6K	Buy	+51	New	+$5.35K	﹤0.01%	759

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

JFS Wealth Advisors's ESGU Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 10% in Q2 2026, selling an estimated $23.9K and leaving 1,336 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #324.

JFS Wealth Advisors first reported a position in ESGU in Q4 2021 and has held it in 12 quarters since. The position peaked at $222K in Q4 2025. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

JFS Wealth Advisors held 1,336 shares of iShares ESG Aware MSCI USA ETF worth $219K as of Q2 2026.
JFS Wealth Advisors sold 151 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $23.9K.
iShares ESG Aware MSCI USA ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #324 holding.
JFS Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 12 quarters since.
JFS Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $222K in Q4 2025.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.