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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 		– Sell
-2,193
Closed -$310K – 209
2026
Q1 		$310K Sell
2,193
-1,604
-42% -$237K 0.03% 180
2025
Q4 		$566K Buy
+3,797
New +$561K 0.06% 119

Other funds holding ESGU

TWIM
TIAA Wealth Investment Management New York $15B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Legacy Edge Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026, closing a stake of 2,193 shares — an estimated $310K sold.

Legacy Edge Advisors first reported a position in ESGU in Q4 2025 and held it in 2 quarters. The position peaked at $566K in Q4 2025. 607 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Legacy Edge Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Edge Advisors sold 2,193 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $310K.
  • Legacy Edge Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Edge Advisors's iShares ESG Aware MSCI USA ETF position peaked at $566K in Q4 2025.
  • 607 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.