LWCFA
ESGU icon

Loring Wolcott & Coolidge Fiduciary Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$137K Hold
837
– – ﹤0.01% 353
2026
Q1 		$123K Hold
837
– – ﹤0.01% 359
2025
Q4 		$127K Hold
837
– – ﹤0.01% 359
2025
Q3 		$123K Hold
837
– – ﹤0.01% 364
2025
Q2 		$113K Hold
837
– – ﹤0.01% 335
2025
Q1 		$97.6K Sell
837
-180
-18% -$23.2K ﹤0.01% 334
2024
Q4 		$134K Sell
1,017
-420
-29% -$54.4K ﹤0.01% 322
2024
Q3 		$183K Sell
1,437
-72
-5% -$8.74K ﹤0.01% 288
2024
Q2 		$187K Hold
1,509
– – ﹤0.01% 279
2024
Q1 		$165K Sell
1,509
-443
-23% -$48.5K ﹤0.01% 290
2023
Q4 		$207K Sell
1,952
-244
-11% -$23.9K ﹤0.01% 276
2023
Q3 		$207K Hold
2,196
– – ﹤0.01% 282
2023
Q2 		$214K Buy
+2,196
New +$203K ﹤0.01% 291

Other funds holding ESGU

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $518M AUM
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ESGU Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 837 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ESGU in Q2 2023 and has held it in 13 quarters since. The position peaked at $214K in Q2 2023. 694 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 837 shares of iShares ESG Aware MSCI USA ETF worth $137K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #353 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and has held it in 13 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares ESG Aware MSCI USA ETF position peaked at $214K in Q2 2023.
  • 694 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.