Jones Financial Companies
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Jones Financial Companies’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Jones Financial Companies’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
Q1 		$1.39M Buy
10,050
+2,182
+28% +$323K ﹤0.01% 1588
2025
Q4 		$1.17M Buy
7,868
+2,102
+36% +$311K ﹤0.01% 1167
2025
Q3 		$835K Buy
5,766
+590
+11% +$82.6K ﹤0.01% 1202
2025
Q2 		$695K Buy
5,176
+1,148
+29% +$143K ﹤0.01% 1156
2025
Q1 		$488K Buy
4,028
+1,876
+87% +$242K ﹤0.01% 1132
2024
Q4 		$277K Sell
2,152
-84
-4% -$10.9K ﹤0.01% 1207
2024
Q3 		$281K Buy
2,236
+1,721
+334% +$209K ﹤0.01% 1024
2024
Q2 		$61.4K Buy
515
+421
+448% +$48.4K ﹤0.01% 1179
2024
Q1 		$10.8K Hold
94
– – ﹤0.01% 1054
2023
Q4 		$9.86K Buy
+94
New +$9.21K ﹤0.01% 682
2023
Q2 		– Sell
-760
Closed -$68.7K – 548
2023
Q1 		$68.7K Buy
+760
New +$67.2K ﹤0.01% 333
2022
Q2 		– Sell
-2,079
Closed -$211K – 763
2022
Q1 		$211K Sell
2,079
-459
-18% -$46K ﹤0.01% 244
2021
Q4 		$274K Sell
2,538
-311
-11% -$32.6K ﹤0.01% 227
2021
Q3 		$281K Buy
+2,849
New +$289K ﹤0.01% 206

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies's ESGU Position: Q1 2026 in Review

Jones Financial Companies increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 28% in Q1 2026, buying an estimated $323K and bringing the position to 10,050 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Jones Financial Companies first reported a position in ESGU in Q3 2021 and has held it in 14 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Jones Financial Companies held 10,050 shares of iShares ESG Aware MSCI USA ETF worth $1.39M as of Q1 2026.
  • Jones Financial Companies bought 2,182 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $323K.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1588 holding.
  • Jones Financial Companies first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 14 quarters since.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.