Keel Point’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Keel Point’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	$886K	Sell	5,412 -1,846	-25%	-$292K	0.05%	196
2026 Q1	$1.03M	Hold	7,258	–	–	0.07%	163
2025 Q4	$1.08M	Hold	7,258	–	–	0.07%	175
2025 Q3	$1.06M	Hold	7,258	–	–	0.07%	175
2025 Q2	$982K	Sell	7,258 -1	-0%	-$125	0.06%	175
2025 Q1	$885K	Buy	7,259 +1	+0%	+$129	0.07%	161
2024 Q4	$935K	Buy	7,258 +152	+2%	+$19.7K	0.07%	151
2024 Q3	$897K	Hold	7,106	–	–	0.07%	163
2024 Q2	$846K	Hold	7,106	–	–	0.08%	161
2024 Q1	$817K	Hold	7,106	–	–	0.08%	148
2023 Q4	$746K	Buy	7,106 +2,429	+52%	+$238K	0.09%	143
2023 Q3	$439K	Buy	+4,677	New	+$458K	0.06%	178
2022 Q2	–	Sell	-2,555	Closed	-$259K	–	269
2022 Q1	$259K	Buy	+2,555	New	+$256K	0.04%	218

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

Keel Point's ESGU Position: Q2 2026 in Review

Keel Point reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 25% in Q2 2026, selling an estimated $292K and leaving 5,412 shares worth $886K. The position accounts for 0.05% of the portfolio, ranked #196.

Keel Point first reported a position in ESGU in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.08M in Q4 2025. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Keel Point held 5,412 shares of iShares ESG Aware MSCI USA ETF worth $886K as of Q2 2026.
Keel Point sold 1,846 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $292K.
iShares ESG Aware MSCI USA ETF made up 0.05% of Keel Point's portfolio in Q2 2026, its #196 holding.
Keel Point first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and has held it in 13 quarters since.
Keel Point's iShares ESG Aware MSCI USA ETF position peaked at $1.08M in Q4 2025.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.