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Kestra Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Kestra Investment Management’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 		$523K Buy
+3,193
New +$505K 0.01% 309
2026
Q1 		– Sell
-2,209
Closed -$329K – 464
2025
Q4 		$329K Sell
2,209
-304
-12% -$44.9K 0.01% 349
2025
Q3 		$366K Buy
+2,513
New +$352K 0.01% 324
2025
Q1 		– Sell
-940
Closed -$121K – 1050
2024
Q4 		$121K Buy
+940
New +$122K ﹤0.01% 413

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

Kestra Investment Management's ESGU Position: Q2 2026 in Review

Kestra Investment Management opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 3,193 shares worth $523K. The stake represents 0.01% of the portfolio and ranks #309 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in ESGU as recently as Q4 2025.

Kestra Investment Management first reported a position in ESGU in Q4 2024 and has held it in 4 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Kestra Investment Management held 3,193 shares of iShares ESG Aware MSCI USA ETF worth $523K as of Q2 2026.
  • iShares ESG Aware MSCI USA ETF was a new Kestra Investment Management position in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #309 holding.
  • Kestra Investment Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 4 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.