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Macroview Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Macroview Investment 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 		$2.44M Buy
14,938
+6
+0% +$949 1.51% 20
2026
Q1 		$2.11M Buy
14,932
+7
+0% +$1.04K 1.47% 22
2025
Q4 		$2.22M Buy
14,925
+8
+0.1% +$1.18K 1.52% 21
2025
Q3 		$2.17M Sell
14,917
-1,402
-9% -$196K 1.62% 22
2025
Q2 		$2.21M Buy
16,319
+1,985
+14% +$248K 1.8% 19
2025
Q1 		$1.75M Sell
14,334
-1,273
-8% -$164K 1.63% 22
2024
Q4 		$2.01M Buy
15,607
+103
+0.7% +$13.3K 2.03% 19
2024
Q3 		$1.96M Sell
15,504
-828
-5% -$101K 1.91% 17
2024
Q2 		$1.95M Sell
16,332
-4,756
-23% -$546K 2.06% 16
2024
Q1 		$2.42M Sell
21,088
-8,295
-28% -$909K 2.66% 10
2023
Q4 		$3.08M Sell
29,383
-730
-2% -$71.5K 3.63% 4
2023
Q3 		$2.83M Sell
30,113
-113
-0.4% -$11.1K 3.77% 3
2023
Q2 		$2.95M Sell
30,226
-393
-1% -$36.3K 4.53% 2
2023
Q1 		$2.77M Sell
30,619
-7,870
-20% -$696K 4.44% 2
2022
Q4 		$3.26M Sell
38,489
-2,171
-5% -$185K 5.6% 2
2022
Q3 		$3.23M Buy
40,660
+3,237
+9% +$287K 5.9% 1
2022
Q2 		$3.14M Sell
37,423
-19,375
-34% -$1.77M 5.12% 2
2022
Q1 		$5.76M Buy
56,798
+3,308
+6% +$331K 8.23% 1
2021
Q4 		$5.77M Sell
53,490
-1,340
-2% -$141K 7.37% 1
2021
Q3 		$5.4M Buy
54,830
+11,196
+26% +$1.13M 6.99% 1
2021
Q2 		$4.3M Buy
43,634
+1,286
+3% +$123K 5.76% 2
2021
Q1 		$3.85M Buy
42,348
+50
+0.1% +$4.45K 5.51% 4
2020
Q4 		$3.64M Buy
42,298
+451
+1% +$36.6K 5.41% 4
2020
Q3 		$3.19M Sell
41,847
-2,478
-6% -$187K 5.45% 5
2020
Q2 		$3.1M Buy
44,325
+20,328
+85% +$1.34M 6.57% 4
2020
Q1 		$1.38M Buy
+23,997
New +$1.63M 2.95% 11

Other funds holding ESGU

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Macroview Investment Management's ESGU Position: Q2 2026 in Review

Macroview Investment Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.04% in Q2 2026, buying an estimated $949 and bringing the position to 14,938 shares worth $2.44M. The position accounts for 1.51% of the portfolio, ranked #20.

Macroview Investment Management first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.77M in Q4 2021. 371 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Macroview Investment Management held 14,938 shares of iShares ESG Aware MSCI USA ETF worth $2.44M as of Q2 2026.
  • Macroview Investment Management bought 6 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $949.
  • iShares ESG Aware MSCI USA ETF made up 1.51% of Macroview Investment Management's portfolio in Q2 2026, its #20 holding.
  • Macroview Investment Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • Macroview Investment Management's iShares ESG Aware MSCI USA ETF position peaked at $5.77M in Q4 2021.
  • 371 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.