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

MA Private 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 		$3.78M Sell
23,078
-24
-0.1% -$3.79K 0.56% 28
2026
Q1 		$3.27M Sell
23,102
-97
-0.4% -$14.3K 0.55% 28
2025
Q4 		$3.46M Sell
23,199
-1,025
-4% -$152K 0.58% 28
2025
Q3 		$3.53M Sell
24,224
-869
-3% -$122K 0.59% 27
2025
Q2 		$3.4M Sell
25,093
-4,276
-15% -$534K 0.61% 26
2025
Q1 		$3.58M Hold
29,369
– – 0.67% 23
2024
Q4 		$3.78M Sell
29,369
-795
-3% -$103K 0.71% 23
2024
Q3 		$3.81M Sell
30,164
-18,440
-38% -$2.24M 0.71% 23
2024
Q2 		$5.8M Sell
48,604
-2,306
-5% -$265K 1.15% 18
2024
Q1 		$5.85M Sell
50,910
-24,474
-32% -$2.68M 1.19% 17
2023
Q4 		$7.91M Sell
75,384
-33,534
-31% -$3.28M 1.69% 15
2023
Q3 		$10.2M Sell
108,918
-93,285
-46% -$9.14M 2.42% 10
2023
Q2 		$19.7M Buy
202,203
+6,835
+3% +$631K 4.57% 5
2023
Q1 		$17.7M Sell
195,368
-28,267
-13% -$2.5M 4.3% 5
2022
Q4 		$19M Sell
223,635
-53,018
-19% -$4.52M 4.57% 4
2022
Q3 		$23.2M Buy
276,653
+6,521
+2% +$577K 5.78% 4
2022
Q2 		$22.8M Buy
270,132
+10,347
+4% +$945K 5.55% 4
2022
Q1 		$26.3M Buy
259,785
+233,484
+888% +$23.4M 4.8% 6
2021
Q4 		$2.84M Buy
26,301
+19,226
+272% +$2.02M 0.51% 30
2021
Q3 		$697K Buy
+7,075
New +$717K 0.14% 52

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

MA Private Wealth's ESGU Position: Q2 2026 in Review

MA Private Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.1% in Q2 2026, selling an estimated $3.79K and leaving 23,078 shares worth $3.78M. The position accounts for 0.56% of the portfolio, ranked #28.

MA Private Wealth first reported a position in ESGU in Q3 2021 and has held it in 20 quarters since. The position peaked at $26.3M in Q1 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • MA Private Wealth held 23,078 shares of iShares ESG Aware MSCI USA ETF worth $3.78M as of Q2 2026.
  • MA Private Wealth sold 24 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $3.79K.
  • iShares ESG Aware MSCI USA ETF made up 0.56% of MA Private Wealth's portfolio in Q2 2026, its #28 holding.
  • MA Private Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 20 quarters since.
  • MA Private Wealth's iShares ESG Aware MSCI USA ETF position peaked at $26.3M in Q1 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.