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Jordan Park Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Jordan Park Group’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 		$4.05M Hold
24,728
– – 0.21% 32
2026
Q1 		$3.5M Buy
24,728
+635
+3% +$93.9K 0.19% 34
2025
Q4 		$3.59M Sell
24,093
-1,320
-5% -$195K 0.21% 28
2025
Q3 		$3.7M Sell
25,413
-16
-0.1% -$2.24K 0.21% 28
2025
Q2 		$3.44M Buy
25,429
+942
+4% +$118K 0.22% 28
2025
Q1 		$2.99M Buy
24,487
+560
+2% +$72.1K 0.22% 27
2024
Q4 		$3.08M Sell
23,927
-347
-1% -$45K 0.23% 31
2024
Q3 		$3.06M Sell
24,274
-2
-0% -$243 0.21% 34
2024
Q2 		$2.9M Buy
24,276
+8,406
+53% +$965K 0.22% 25
2024
Q1 		$1.82M Buy
15,870
+1,386
+10% +$152K 0.12% 33
2023
Q4 		$1.52M Buy
14,484
+42
+0.3% +$4.11K 0.1% 33
2023
Q3 		$1.36M Hold
14,442
– – 0.1% 32
2023
Q2 		$1.41M Buy
14,442
+21
+0.1% +$1.94K 0.09% 32
2023
Q1 		$1.3M Buy
14,421
+120
+0.8% +$10.6K 0.09% 31
2022
Q4 		$1.21M Buy
14,301
+22
+0.2% +$1.88K 0.09% 32
2022
Q3 		$1.13M Buy
14,279
+8,472
+146% +$750K 0.09% 28
2022
Q2 		$487K Buy
+5,807
New +$530K 0.05% 36

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

Jordan Park Group's ESGU Position: Q2 2026 in Review

Jordan Park Group held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 24,728 shares worth $4.05M. The position accounts for 0.21% of the portfolio, ranked #32.

Jordan Park Group first reported a position in ESGU in Q2 2022 and has held it in 17 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Jordan Park Group held 24,728 shares of iShares ESG Aware MSCI USA ETF worth $4.05M as of Q2 2026.
  • Jordan Park Group left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.21% of Jordan Park Group's portfolio in Q2 2026, its #32 holding.
  • Jordan Park Group first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 17 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Jordan Park Group's 13F filing for Q2 2026, filed 11 Aug 2026.