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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
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

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

Legacy Edge Advisors's ESGU Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.6% in Q2 2026, buying an estimated $16K and bringing the position to 2,294 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #165.

Legacy Edge Advisors first reported a position in ESGU in Q4 2023 and has held it in 4 quarters since. The position peaked at $566K in Q4 2025. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Legacy Edge Advisors held 2,294 shares of iShares ESG Aware MSCI USA ETF worth $375K as of Q2 2026.
  • Legacy Edge Advisors bought 101 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $16K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #165 holding.
  • Legacy Edge Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 4 quarters since.
  • Legacy Edge Advisors's iShares ESG Aware MSCI USA ETF position peaked at $566K in Q4 2025.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.