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Merit Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Merit Financial Group’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 		$8.47M Buy
51,721
+2,199
+4% +$348K 0.05% 296
2026
Q1 		$7M Buy
49,522
+4,688
+10% +$694K 0.05% 310
2025
Q4 		$6.68M Buy
44,834
+4,600
+11% +$680K 0.05% 280
2025
Q3 		$5.86M Buy
40,234
+3,985
+11% +$558K 0.05% 279
2025
Q2 		$4.9M Buy
36,249
+2,695
+8% +$336K 0.05% 283
2025
Q1 		$4.09M Buy
33,554
+4,296
+15% +$553K 0.06% 257
2024
Q4 		$3.77M Buy
29,258
+3,429
+13% +$444K 0.07% 232
2024
Q3 		$3.26M Sell
25,829
-3,104
-11% -$377K 0.07% 213
2024
Q2 		$3.45M Sell
28,933
-797
-3% -$91.5K 0.08% 195
2024
Q1 		$3.34M Sell
29,730
-77,767
-72% -$8.52M 0.08% 193
2023
Q4 		$11.3M Buy
107,497
+217
+0.2% +$21.3K 0.34% 41
2023
Q3 		$10.1M Sell
107,280
-35,210
-25% -$3.45M 0.33% 46
2023
Q2 		$13.9M Sell
142,490
-13,528
-9% -$1.25M 0.45% 34
2023
Q1 		$14.1M Sell
156,018
-145,291
-48% -$12.8M 0.51% 32
2022
Q4 		$25.5M Sell
301,309
-98,849
-25% -$8.43M 0.92% 15
2022
Q3 		$31.8M Sell
400,158
-269,646
-40% -$23.9M 1.38% 14
2022
Q2 		$56.2M Buy
669,804
+406,527
+154% +$37.1M 1.74% 12
2022
Q1 		$26.7M Buy
263,277
+256,096
+3,566% +$25.7M 1.61% 9
2021
Q4 		$775K Sell
7,181
-2,776
-28% -$291K 0.08% 128
2021
Q3 		$980K Buy
9,957
+6,305
+173% +$639K 0.1% 96
2021
Q2 		$360K Buy
3,652
+1,104
+43% +$106K 0.03% 186
2021
Q1 		$232K Hold
2,548
– – 0.02% 214
2020
Q4 		$219K Sell
2,548
-3,052
-55% -$248K 0.02% 197
2020
Q3 		$427K Buy
+5,600
New +$422K 0.04% 151

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

Merit Financial Group's ESGU Position: Q2 2026 in Review

Merit Financial Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.4% in Q2 2026, buying an estimated $348K and bringing the position to 51,721 shares worth $8.47M. The position accounts for 0.05% of the portfolio, ranked #296.

Merit Financial Group first reported a position in ESGU in Q3 2020 and has held it in 24 quarters since. The position peaked at $56.2M in Q2 2022. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Merit Financial Group held 51,721 shares of iShares ESG Aware MSCI USA ETF worth $8.47M as of Q2 2026.
  • Merit Financial Group bought 2,199 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $348K.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #296 holding.
  • Merit Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 24 quarters since.
  • Merit Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $56.2M in Q2 2022.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.