Jones Financial Companies
ESGU icon

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
Q2 		$2.17M Buy
13,524
+3,474
+35% +$549K ﹤0.01% 1544
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 $1.55T 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

Jones Financial Companies's ESGU Position: Q2 2026 in Review

Jones Financial Companies increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 35% in Q2 2026, buying an estimated $549K and bringing the position to 13,524 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Jones Financial Companies first reported a position in ESGU in Q3 2021 and has held it in 15 quarters since. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Jones Financial Companies held 13,524 shares of iShares ESG Aware MSCI USA ETF worth $2.17M as of Q2 2026.
  • Jones Financial Companies bought 3,474 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $549K.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1544 holding.
  • Jones Financial Companies first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 15 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.