Main Street Financial Solutions’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Main Street Financial Solutions’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	$803K	Buy	4,905 +135	+3%	+$21.3K	0.05%	285
2026 Q1	$675K	Buy	4,770 +12	+0.3%	+$1.77K	0.05%	290
2025 Q4	$709K	Hold	4,758	–	–	0.05%	275
2025 Q3	$693K	Sell	4,758 -76	-2%	-$10.6K	0.04%	317
2025 Q2	$654K	Buy	4,834 +12	+0.2%	+$1.5K	0.05%	300
2025 Q1	$588K	Buy	4,822 +26	+0.5%	+$3.35K	0.05%	282
2024 Q4	$618K	Buy	4,796 +15	+0.3%	+$1.94K	0.06%	246
2024 Q3	$603K	Sell	4,781 -47	-1%	-$5.71K	0.06%	278
2024 Q2	$576K	Buy	4,828 +12	+0.2%	+$1.38K	0.05%	291
2024 Q1	$554K	Sell	4,816 -223	-4%	-$24.4K	0.06%	288
2023 Q4	$529K	Buy	5,039 +37	+0.7%	+$3.62K	0.07%	256
2023 Q3	$470K	Sell	5,002 -346	-6%	-$33.9K	0.07%	264
2023 Q2	$521K	Buy	5,348 +17	+0.3%	+$1.57K	0.07%	255
2023 Q1	$482K	Buy	5,331 +2,502	+88%	+$221K	0.07%	262
2022 Q4	$240K	Buy	+2,829	New	+$241K	0.04%	382

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

Main Street Financial Solutions's ESGU Position: Q2 2026 in Review

Main Street Financial Solutions increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.8% in Q2 2026, buying an estimated $21.3K and bringing the position to 4,905 shares worth $803K. The position accounts for 0.05% of the portfolio, ranked #285.

Main Street Financial Solutions first reported a position in ESGU in Q4 2022 and has held it in 15 quarters since. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Main Street Financial Solutions held 4,905 shares of iShares ESG Aware MSCI USA ETF worth $803K as of Q2 2026.
Main Street Financial Solutions bought 135 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $21.3K.
iShares ESG Aware MSCI USA ETF made up 0.05% of Main Street Financial Solutions's portfolio in Q2 2026, its #285 holding.
Main Street Financial Solutions first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.