KPP Advisory Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

KPP Advisory Services’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	$3.28M	Sell	20,065 -1,302	-6%	-$206K	0.42%	60
2026 Q1	$3.02M	Buy	+21,367	New	+$3.16M	0.44%	56
2025 Q4	–	Sell	-32,052	Closed	-$4.67M	–	334
2025 Q3	$4.67M	Sell	32,052 -3,195	-9%	-$447K	0.69%	33
2025 Q2	$4.77M	Sell	35,247 -1,117	-3%	-$139K	0.79%	32
2025 Q1	$4.43M	Buy	+36,364	New	+$4.68M	0.84%	28

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

KPP Advisory Services's ESGU Position: Q2 2026 in Review

KPP Advisory Services reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6.1% in Q2 2026, selling an estimated $206K and leaving 20,065 shares worth $3.28M. The position accounts for 0.42% of the portfolio, ranked #60.

KPP Advisory Services first reported a position in ESGU in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.77M in Q2 2025. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

KPP Advisory Services held 20,065 shares of iShares ESG Aware MSCI USA ETF worth $3.28M as of Q2 2026.
KPP Advisory Services sold 1,302 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $206K.
iShares ESG Aware MSCI USA ETF made up 0.42% of KPP Advisory Services's portfolio in Q2 2026, its #60 holding.
KPP Advisory Services first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 5 quarters since.
KPP Advisory Services's iShares ESG Aware MSCI USA ETF position peaked at $4.77M in Q2 2025.
862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.