Johnson Investment Counsel’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Johnson Investment Counsel’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	$544K	Buy	3,324 +540	+19%	+$85.4K	﹤0.01%	582
2026 Q1	$394K	Hold	2,784	–	–	﹤0.01%	648
2025 Q4	$415K	Sell	2,784 -1,169	-30%	-$173K	﹤0.01%	598
2025 Q3	$576K	Hold	3,953	–	–	﹤0.01%	546
2025 Q2	$535K	Hold	3,953	–	–	﹤0.01%	531
2025 Q1	$482K	Hold	3,953	–	–	﹤0.01%	539
2024 Q4	$509K	Buy	3,953 +28	+0.7%	+$3.63K	0.01%	528
2024 Q3	$495K	Hold	3,925	–	–	﹤0.01%	517
2024 Q2	$468K	Sell	3,925 -370	-9%	-$42.5K	﹤0.01%	509
2024 Q1	$494K	Sell	4,295 -65	-1%	-$7.12K	0.01%	511
2023 Q4	$457K	Buy	4,360 +451	+12%	+$44.2K	0.01%	502
2023 Q3	$367K	Hold	3,909	–	–	﹤0.01%	516
2023 Q2	$381K	Hold	3,909	–	–	﹤0.01%	523
2023 Q1	$354K	Hold	3,909	–	–	﹤0.01%	517
2022 Q4	$331K	Sell	3,909 -36	-0.9%	-$3.07K	﹤0.01%	531
2022 Q3	$313K	Sell	3,945 -3,523	-47%	-$312K	﹤0.01%	531
2022 Q2	$627K	Buy	7,468 +1,322	+22%	+$121K	0.01%	399
2022 Q1	$623K	Buy	+6,146	New	+$616K	0.01%	423

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 Investment Counsel's ESGU Position: Q2 2026 in Review

Johnson Investment Counsel increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 19% in Q2 2026, buying an estimated $85.4K and bringing the position to 3,324 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Johnson Investment Counsel first reported a position in ESGU in Q1 2022 and has held it in 18 quarters since. The position peaked at $627K in Q2 2022. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Johnson Investment Counsel held 3,324 shares of iShares ESG Aware MSCI USA ETF worth $544K as of Q2 2026.
Johnson Investment Counsel bought 540 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $85.4K.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #582 holding.
Johnson Investment Counsel first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and has held it in 18 quarters since.
Johnson Investment Counsel's iShares ESG Aware MSCI USA ETF position peaked at $627K in Q2 2022.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.