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JMG Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

JMG Financial Group’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 		$1.5M Sell
9,141
-1,159
-11% -$183K 0.04% 68
2026
Q1 		$1.46M Sell
10,300
-99
-1% -$14.6K 0.04% 67
2025
Q4 		$1.55M Sell
10,399
-1,598
-13% -$236K 0.04% 63
2025
Q3 		$1.75M Sell
11,997
-125
-1% -$17.5K 0.05% 59
2025
Q2 		$1.64M Sell
12,122
-422
-3% -$52.7K 0.05% 59
2025
Q1 		$1.53M Buy
12,544
+487
+4% +$62.7K 0.05% 56
2024
Q4 		$1.55M Buy
12,057
+364
+3% +$47.2K 0.05% 54
2024
Q3 		$1.48M Hold
11,693
– – 0.05% 60
2024
Q2 		$1.4M Hold
11,693
– – 0.05% 58
2024
Q1 		$1.34M Sell
11,693
-548
-4% -$60K 0.05% 59
2023
Q4 		$1.28M Sell
12,241
-329
-3% -$32.2K 0.05% 61
2023
Q3 		$1.18M Sell
12,570
-875
-7% -$85.7K 0.06% 59
2023
Q2 		$1.31M Buy
13,445
+2,330
+21% +$215K 0.06% 57
2023
Q1 		$1M Hold
11,115
– – 0.05% 60
2022
Q4 		$942K Buy
11,115
+1,622
+17% +$138K 0.05% 56
2022
Q3 		$754K Buy
9,493
+491
+5% +$43.5K 0.05% 55
2022
Q2 		$755K Buy
9,002
+803
+10% +$73.4K 0.05% 56
2022
Q1 		$831K Hold
8,199
– – 0.04% 56
2021
Q4 		$885K Hold
8,199
– – 0.05% 53
2021
Q3 		$807K Sell
8,199
-216
-3% -$21.9K 0.05% 55
2021
Q2 		$829K Buy
+8,415
New +$805K 0.05% 55

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

JMG Financial Group's ESGU Position: Q2 2026 in Review

JMG Financial Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 11% in Q2 2026, selling an estimated $183K and leaving 9,141 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #68.

JMG Financial Group first reported a position in ESGU in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.75M in Q3 2025. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • JMG Financial Group held 9,141 shares of iShares ESG Aware MSCI USA ETF worth $1.5M as of Q2 2026.
  • JMG Financial Group sold 1,159 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $183K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of JMG Financial Group's portfolio in Q2 2026, its #68 holding.
  • JMG Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and has held it in 21 quarters since.
  • JMG Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $1.75M in Q3 2025.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.