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Midwest Heritage Bank’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Midwest Heritage Bank’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 		$1.14M Hold
6,960
– – 0.32% 26
2026
Q1 		$984K Sell
6,960
-346
-5% -$51.2K 0.32% 26
2025
Q4 		$1.09M Sell
7,306
-749
-9% -$111K 0.38% 24
2025
Q3 		$1.17M Sell
8,055
-52
-0.6% -$7.28K 0.42% 24
2025
Q2 		$1.1M Hold
8,107
– – 0.41% 24
2025
Q1 		$988K Sell
8,107
-29
-0.4% -$3.73K 0.41% 26
2024
Q4 		$1.05M Sell
8,136
-524
-6% -$67.9K 0.49% 27
2024
Q3 		$1.09M Buy
8,660
+5
+0.1% +$607 0.51% 24
2024
Q2 		$1.03M Sell
8,655
-2,014
-19% -$231K 0.52% 24
2024
Q1 		$1.23M Sell
10,669
-5,076
-32% -$556K 0.65% 23
2023
Q4 		$1.65M Buy
15,745
+79
+0.5% +$7.74K 1.12% 17
2023
Q3 		$1.47M Sell
15,666
-2,860
-15% -$280K 1.11% 18
2023
Q2 		$1.81M Sell
18,526
-1,481
-7% -$137K 1.37% 17
2023
Q1 		$1.81M Sell
20,007
-19,055
-49% -$1.68M 1.46% 17
2022
Q4 		$3.31M Sell
39,062
-7,210
-16% -$615K 3.2% 9
2022
Q3 		$3.67M Sell
46,272
-5,362
-10% -$475K 3.84% 7
2022
Q2 		$4.33M Sell
51,634
-5,912
-10% -$540K 3.92% 7
2022
Q1 		$5.83M Buy
57,546
+2,232
+4% +$224K 4.57% 8
2021
Q4 		$5.97M Buy
+55,314
New +$5.8M 5.79% 6

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

Midwest Heritage Bank's ESGU Position: Q2 2026 in Review

Midwest Heritage Bank held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 6,960 shares worth $1.14M. The position accounts for 0.32% of the portfolio, ranked #26.

Midwest Heritage Bank first reported a position in ESGU in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.97M in Q4 2021. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Midwest Heritage Bank held 6,960 shares of iShares ESG Aware MSCI USA ETF worth $1.14M as of Q2 2026.
  • Midwest Heritage Bank left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.32% of Midwest Heritage Bank's portfolio in Q2 2026, its #26 holding.
  • Midwest Heritage Bank first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • Midwest Heritage Bank's iShares ESG Aware MSCI USA ETF position peaked at $5.97M in Q4 2021.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.