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Mascoma Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Mascoma Wealth 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 		$6.12M Buy
37,403
+2,326
+7% +$368K 1.14% 22
2026
Q1 		$4.96M Buy
35,077
+2,566
+8% +$380K 1.03% 22
2025
Q4 		$4.84M Buy
32,511
+689
+2% +$102K 1.04% 21
2025
Q3 		$4.63M Buy
31,822
+597
+2% +$83.6K 1.02% 21
2025
Q2 		$4.22M Buy
31,225
+2,541
+9% +$317K 0.98% 21
2025
Q1 		$3.5M Buy
28,684
+26,617
+1,288% +$3.43M 0.87% 21
2024
Q4 		$266K Sell
2,067
-2,400
-54% -$311K 0.07% 84
2024
Q3 		$564K Hold
4,467
– – 0.14% 48
2024
Q2 		$533K Sell
4,467
-119
-3% -$13.7K 0.14% 50
2024
Q1 		$527K Hold
4,586
– – 0.15% 50
2023
Q4 		$481K Sell
4,586
-10
-0.2% -$979 0.14% 55
2023
Q3 		$432K Hold
4,596
– – 0.13% 66
2023
Q2 		$454K Sell
4,596
-497
-10% -$45.9K 0.14% 62
2023
Q1 		$466K Hold
5,093
– – 0.14% 72
2022
Q4 		$432K Buy
5,093
+1,355
+36% +$116K 0.14% 76
2022
Q3 		$297K Buy
3,738
+119
+3% +$10.5K 0.1% 93
2022
Q2 		$304K Buy
3,619
+2,475
+216% +$226K 0.1% 94
2022
Q1 		$116K Buy
1,144
+892
+354% +$89.3K 0.04% 165
2021
Q4 		$27K Buy
252
+10
+4% +$1.05K 0.01% 285
2021
Q3 		$24K Buy
+242
New +$24.5K 0.01% 270
2021
Q2 		– Sell
-242
Closed -$22K – 212
2021
Q1 		$22K Buy
+242
New +$21.5K 0.01% 284

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

Mascoma Wealth Management's ESGU Position: Q2 2026 in Review

Mascoma Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6.6% in Q2 2026, buying an estimated $368K and bringing the position to 37,403 shares worth $6.12M. The position accounts for 1.14% of the portfolio, ranked #22.

Mascoma Wealth Management first reported a position in ESGU in Q1 2021 and has held it in 21 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Mascoma Wealth Management held 37,403 shares of iShares ESG Aware MSCI USA ETF worth $6.12M as of Q2 2026.
  • Mascoma Wealth Management bought 2,326 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $368K.
  • iShares ESG Aware MSCI USA ETF made up 1.14% of Mascoma Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Mascoma Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 21 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.