Metis Global Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Metis Global Partners’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	$688K	Sell	4,204 -2,008	-32%	-$317K	0.02%	513
2026 Q1	$879K	Buy	6,212 +721	+13%	+$107K	0.02%	470
2025 Q4	$818K	Buy	5,491 +551	+11%	+$81.5K	0.02%	499
2025 Q3	$719K	Sell	4,940 -2,602	-35%	-$364K	0.02%	539
2025 Q2	$1.02M	Sell	7,542 -787	-9%	-$98.2K	0.03%	459
2025 Q1	$1.02M	Buy	8,329 +3,075	+59%	+$396K	0.03%	460
2024 Q4	$677K	Sell	5,254 -778	-13%	-$101K	0.02%	521
2024 Q3	$761K	Buy	6,032 +2,733	+83%	+$332K	0.02%	485
2024 Q2	$394K	Sell	3,299 -5,733	-63%	-$658K	0.01%	592
2024 Q1	$1.04M	Buy	+9,032	New	+$990K	0.04%	416
2023 Q4	–	Sell	-4,082	Closed	-$383K	–	751
2023 Q3	$383K	Sell	4,082 -997	-20%	-$97.6K	0.02%	588
2023 Q2	$495K	Buy	+5,079	New	+$469K	0.03%	522

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

Metis Global Partners's ESGU Position: Q2 2026 in Review

Metis Global Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 32% in Q2 2026, selling an estimated $317K and leaving 4,204 shares worth $688K. The position accounts for 0.02% of the portfolio, ranked #513.

Metis Global Partners first reported a position in ESGU in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.04M in Q1 2024. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Metis Global Partners held 4,204 shares of iShares ESG Aware MSCI USA ETF worth $688K as of Q2 2026.
Metis Global Partners sold 2,008 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $317K.
iShares ESG Aware MSCI USA ETF made up 0.02% of Metis Global Partners's portfolio in Q2 2026, its #513 holding.
Metis Global Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and has held it in 12 quarters since.
Metis Global Partners's iShares ESG Aware MSCI USA ETF position peaked at $1.04M in Q1 2024.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Metis Global Partners's 13F filing for Q2 2026, filed 10 Aug 2026.