M3 Advisory Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

M3 Advisory Group’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	$277K	Sell	1,694 -4	-0.2%	-$632	0.14%	115
2026 Q1	$240K	Buy	1,698 +1	+0.1%	+$148	0.15%	125
2025 Q4	$253K	Buy	1,697 +1	+0.1%	+$148	0.15%	109
2025 Q3	$247K	Hold	1,696	–	–	0.15%	118
2025 Q2	$229K	Hold	1,696	–	–	0.16%	123
2025 Q1	$207K	Hold	1,696	–	–	0.16%	132
2024 Q4	$218K	Buy	1,696 +1	+0.1%	+$130	0.16%	137
2024 Q3	$214K	Buy	1,695 +1	+0.1%	+$121	0.16%	137
2024 Q2	$202K	Buy	+1,694	New	+$195K	0.17%	128

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

M3 Advisory Group's ESGU Position: Q2 2026 in Review

M3 Advisory Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.24% in Q2 2026, selling an estimated $632 and leaving 1,694 shares worth $277K. The position accounts for 0.14% of the portfolio, ranked #115.

M3 Advisory Group first reported a position in ESGU in Q2 2024 and has held it in 9 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

M3 Advisory Group held 1,694 shares of iShares ESG Aware MSCI USA ETF worth $277K as of Q2 2026.
M3 Advisory Group sold 4 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $632.
iShares ESG Aware MSCI USA ETF made up 0.14% of M3 Advisory Group's portfolio in Q2 2026, its #115 holding.
M3 Advisory Group first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.