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John Overdeck’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

John Overdeck’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 		$5.16M Sell
31,500
-36,300
-54% -$5.74M ﹤0.01% 2117
2026
Q1 		$9.59M Sell
67,800
-2,700
-4% -$399K 0.01% 1434
2025
Q4 		$10.5M Sell
70,500
-72,800
-51% -$10.8M 0.01% 1087
2025
Q3 		$20.9M Sell
143,300
-9,800
-6% -$1.37M 0.03% 619
2025
Q2 		$20.7M Sell
153,100
-83,800
-35% -$10.5M 0.04% 542
2025
Q1 		$28.9M Sell
236,900
-65,400
-22% -$8.42M 0.06% 369
2024
Q4 		$38.9M Buy
302,300
+215,500
+248% +$27.9M 0.08% 293
2024
Q3 		$11M Sell
86,800
-53,000
-38% -$6.44M 0.02% 719
2024
Q2 		$16.7M Sell
139,800
-6,700
-5% -$770K 0.04% 520
2024
Q1 		$16.8M Buy
146,500
+13,800
+10% +$1.51M 0.04% 488
2023
Q4 		$13.9M Buy
132,700
+71,000
+115% +$6.95M 0.03% 548
2023
Q3 		$5.79M Buy
61,700
+20,700
+50% +$2.03M 0.02% 819
2023
Q2 		$4M Buy
+41,000
New +$3.79M 0.01% 1032
2023
Q1 		– Sell
-4,500
Closed -$381K – 3021
2022
Q4 		$381K Sell
4,500
-14,600
-76% -$1.25M ﹤0.01% 2141
2022
Q3 		$1.52M Sell
19,100
-100
-0.5% -$8.86K 0.01% 1277
2022
Q2 		$1.61M Buy
+19,200
New +$1.75M 0.01% 1313

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

John Overdeck's ESGU Position: Q2 2026 in Review

John Overdeck reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 54% in Q2 2026, selling an estimated $5.74M and leaving 31,500 shares worth $5.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2117.

John Overdeck first reported a position in ESGU in Q2 2022 and has held it in 16 quarters since. The position peaked at $38.9M in Q4 2024. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • John Overdeck held 31,500 shares of iShares ESG Aware MSCI USA ETF worth $5.16M as of Q2 2026.
  • John Overdeck sold 36,300 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $5.74M.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2117 holding.
  • John Overdeck first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 16 quarters since.
  • John Overdeck's iShares ESG Aware MSCI USA ETF position peaked at $38.9M in Q4 2024.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.