Lodestar Private Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Lodestar Private Asset Management’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	$812K	Sell	4,960 -148	-3%	-$23.4K	0.07%	130
2026 Q1	$722K	Buy	5,108 +3	+0.1%	+$444	0.07%	127
2025 Q4	$761K	Sell	5,105 -167	-3%	-$24.7K	0.08%	122
2025 Q3	$768K	Buy	5,272 +2,889	+121%	+$405K	0.08%	120
2025 Q2	$322K	Sell	2,383 -10	-0.4%	-$1.25K	0.04%	178
2025 Q1	$292K	Buy	2,393 +377	+19%	+$48.6K	0.04%	178
2024 Q4	$260K	Buy	2,016 +103	+5%	+$13.3K	0.03%	189
2024 Q3	$241K	Buy	+1,913	New	+$232K	0.03%	199

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

Lodestar Private Asset Management's ESGU Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.9% in Q2 2026, selling an estimated $23.4K and leaving 4,960 shares worth $812K. The position accounts for 0.07% of the portfolio, ranked #130.

Lodestar Private Asset Management first reported a position in ESGU in Q3 2024 and has held it in 8 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Lodestar Private Asset Management held 4,960 shares of iShares ESG Aware MSCI USA ETF worth $812K as of Q2 2026.
Lodestar Private Asset Management sold 148 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $23.4K.
iShares ESG Aware MSCI USA ETF made up 0.07% of Lodestar Private Asset Management's portfolio in Q2 2026, its #130 holding.
Lodestar Private Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and has held it in 8 quarters since.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.