Level Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Level Financial 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	$359K	Hold	2,191	–	–	0.08%	75
2026 Q1	$310K	Hold	2,191	–	–	0.08%	75
2025 Q4	$326K	Hold	2,191	–	–	0.09%	75
2025 Q3	$319K	Sell	2,191 -2,242	-51%	-$314K	0.09%	80
2025 Q2	$600K	Hold	4,433	–	–	0.19%	56
2025 Q1	$540K	Hold	4,433	–	–	0.18%	56
2024 Q4	$571K	Sell	4,433 -90	-2%	-$11.7K	0.21%	53
2024 Q3	$571K	Hold	4,523	–	–	0.22%	50
2024 Q2	$540K	Hold	4,523	–	–	0.23%	46
2024 Q1	$520K	Hold	4,523	–	–	0.24%	48
2023 Q4	$475K	Buy	4,523 +6	+0.1%	+$588	0.23%	46
2023 Q3	$424K	Sell	4,517 -693	-13%	-$67.9K	0.24%	44
2023 Q2	$508K	Hold	5,210	–	–	0.28%	38
2023 Q1	$471K	Hold	5,210	–	–	0.28%	38
2022 Q4	$442K	Hold	5,210	–	–	0.29%	36
2022 Q3	$414K	Hold	5,210	–	–	0.31%	33
2022 Q2	$437K	Hold	5,210	–	–	0.32%	35
2022 Q1	$528K	Hold	5,210	–	–	0.41%	28
2021 Q4	$562K	Buy	+5,210	New	+$547K	0.43%	30

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

Level Financial Advisors's ESGU Position: Q2 2026 in Review

Level Financial Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 2,191 shares worth $359K. The position accounts for 0.08% of the portfolio, ranked #75.

Level Financial Advisors first reported a position in ESGU in Q4 2021 and has held it in 19 quarters since. The position peaked at $600K in Q2 2025. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Level Financial Advisors held 2,191 shares of iShares ESG Aware MSCI USA ETF worth $359K as of Q2 2026.
Level Financial Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.08% of Level Financial Advisors's portfolio in Q2 2026, its #75 holding.
Level Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
Level Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $600K in Q2 2025.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.