Johnson Financial Group Inc (Wisconsin)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	–	Sell	-140	Closed	-$19.8K	–	861
2026 Q1	$19.8K	Sell	140 -152	-52%	-$22.5K	﹤0.01%	566
2025 Q4	$43.5K	Hold	292	–	–	﹤0.01%	522
2025 Q3	$42.5K	Sell	292 -18	-6%	-$2.52K	﹤0.01%	630
2025 Q2	$41.9K	Hold	310	–	–	﹤0.01%	475
2025 Q1	$37.8K	Hold	310	–	–	﹤0.01%	657
2024 Q4	$41K	Sell	310 -163	-34%	-$21.1K	﹤0.01%	520
2024 Q3	$59.7K	Hold	473	–	–	﹤0.01%	507
2024 Q2	$56.4K	Hold	473	–	–	﹤0.01%	442
2024 Q1	$54.4K	Sell	473 -802	-63%	-$87.9K	﹤0.01%	420
2023 Q4	$134K	Sell	1,275 -802	-39%	-$78.5K	0.01%	343
2023 Q3	$196K	Buy	2,077 +1,604	+339%	+$157K	0.01%	247
2023 Q2	$46.1K	Sell	473 -181	-28%	-$16.7K	﹤0.01%	415
2023 Q1	$59.2K	Hold	654	–	–	﹤0.01%	389
2022 Q4	$55.4K	Sell	654 -382	-37%	-$32.6K	﹤0.01%	339
2022 Q3	$82K	Buy	+1,036	New	+$91.7K	0.01%	311

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

Johnson Financial Group Inc (Wisconsin)'s ESGU Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026, closing a stake of 140 shares — an estimated $19.8K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in ESGU in Q3 2022 and held it in 15 quarters. The position peaked at $196K in Q3 2023. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 140 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $19.8K.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and held it in 15 quarters.
Johnson Financial Group Inc (Wisconsin)'s iShares ESG Aware MSCI USA ETF position peaked at $196K in Q3 2023.
868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.