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

MASECO 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	$164	Hold	1	–	–	﹤0.01%	288
2026 Q1	$141	Hold	1	–	–	﹤0.01%	385
2025 Q4	$149	Hold	1	–	–	﹤0.01%	537
2025 Q3	$146	Buy	+1	New	+$140	﹤0.01%	262

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

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

MASECO Private Wealth held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 1 share worth $164. The position accounts for ﹤0.01% of the portfolio, ranked #288.

MASECO Private Wealth first reported a position in ESGU in Q3 2025 and has held it in 4 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

MASECO Private Wealth held 1 share of iShares ESG Aware MSCI USA ETF worth $164 as of Q2 2026.
MASECO Private Wealth left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #288 holding.
MASECO Private Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2025 and has held it in 4 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.