Legacy Edge Advisors
ESGU icon

Legacy Edge Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Legacy Edge Advisors’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
Q3 		$849K Buy
5,090
+2,796
+122% +$465K 0.08% 111
2026
Q2 		$375K Buy
2,294
+101
+5% +$16K 0.03% 165
2026
Q1 		$310K Sell
2,193
-1,604
-42% -$237K 0.03% 180
2025
Q4 		$566K Buy
+3,797
New +$561K 0.06% 119
2024
Q1 		– Sell
-3,865
Closed -$406K – 167
2023
Q4 		$406K Buy
+3,865
New +$379K 0.09% 105

Other funds holding ESGU

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Legacy Edge Advisors's ESGU Position: Q3 2026 in Review

Legacy Edge Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 122% in Q3 2026, buying an estimated $465K and bringing the position to 5,090 shares worth $849K. The position accounts for 0.08% of the portfolio, ranked #111.

Legacy Edge Advisors first reported a position in ESGU in Q4 2023 and has held it in 5 quarters since. 796 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Legacy Edge Advisors held 5,090 shares of iShares ESG Aware MSCI USA ETF worth $849K as of Q3 2026.
  • Legacy Edge Advisors bought 2,796 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $465K.
  • iShares ESG Aware MSCI USA ETF made up 0.08% of Legacy Edge Advisors's portfolio in Q3 2026, its #111 holding.
  • Legacy Edge Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 5 quarters since.
  • 796 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.