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Live Oak Investment Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Live Oak Investment Partners’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 		$1.06M Buy
6,455
+147
+2% +$23.2K 0.57% 44
2026
Q1 		$892K Sell
6,308
-540
-8% -$79.9K 0.53% 47
2025
Q4 		$1.02M Buy
6,848
+1,170
+21% +$173K 0.63% 44
2025
Q3 		$827K Buy
5,678
+1,338
+31% +$187K 0.55% 49
2025
Q2 		$587K Sell
4,340
-1,699
-28% -$212K 0.45% 53
2025
Q1 		$736K Buy
+6,039
New +$778K 0.58% 48
2024
Q4 		– Hold
0
– – – 44
2024
Q3 		– Hold
0
– – – 45
2024
Q2 		– Hold
0
– – – 45
2023
Q4 		– Hold
0
– – – 48
2023
Q3 		– Hold
0
– – – 54
2023
Q2 		– Hold
0
– – – 71
2023
Q1 		– Hold
0
– – – 74
2022
Q4 		– Hold
0
– – – 78

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

Live Oak Investment Partners's ESGU Position: Q2 2026 in Review

Live Oak Investment Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.3% in Q2 2026, buying an estimated $23.2K and bringing the position to 6,455 shares worth $1.06M. The position accounts for 0.57% of the portfolio, ranked #44.

Live Oak Investment Partners first reported a position in ESGU in Q1 2025 and has held it in 6 quarters since. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Live Oak Investment Partners held 6,455 shares of iShares ESG Aware MSCI USA ETF worth $1.06M as of Q2 2026.
  • Live Oak Investment Partners bought 147 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $23.2K.
  • iShares ESG Aware MSCI USA ETF made up 0.57% of Live Oak Investment Partners's portfolio in Q2 2026, its #44 holding.
  • Live Oak Investment Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.