Libra Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Libra Wealth’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	$598K	Buy	3,653 +109	+3%	+$17.2K	0.15%	47
2026 Q1	$501K	Hold	3,544	–	–	0.14%	47
2025 Q4	$528K	Hold	3,544	–	–	0.15%	46
2025 Q3	$516K	Hold	3,544	–	–	0.15%	46
2025 Q2	$480K	Buy	+3,544	New	+$442K	0.16%	46
2024 Q2	–	Sell	-8,120	Closed	-$933K	–	56
2024 Q1	$933K	Hold	8,120	–	–	0.41%	24
2023 Q4	$852K	Hold	8,120	–	–	0.42%	23
2023 Q3	$763K	Hold	8,120	–	–	0.42%	24
2023 Q2	$791K	Sell	8,120 -4,372	-35%	-$404K	0.43%	24
2023 Q1	$1.13M	Sell	12,492 -527	-4%	-$46.6K	0.66%	20
2022 Q4	$1.1M	Hold	13,019	–	–	0.03%	25
2022 Q3	$1.03M	Hold	13,019	–	–	0.67%	20
2022 Q2	$1.09M	Buy	+13,019	New	+$1.19M	0.78%	17

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

Libra Wealth's ESGU Position: Q2 2026 in Review

Libra Wealth increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.1% in Q2 2026, buying an estimated $17.2K and bringing the position to 3,653 shares worth $598K. The position accounts for 0.15% of the portfolio, ranked #47.

Libra Wealth first reported a position in ESGU in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.13M in Q1 2023. 860 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Libra Wealth held 3,653 shares of iShares ESG Aware MSCI USA ETF worth $598K as of Q2 2026.
Libra Wealth bought 109 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $17.2K.
iShares ESG Aware MSCI USA ETF made up 0.15% of Libra Wealth's portfolio in Q2 2026, its #47 holding.
Libra Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 13 quarters since.
Libra Wealth's iShares ESG Aware MSCI USA ETF position peaked at $1.13M in Q1 2023.
860 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Libra Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.