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

Midwest Trust’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	$2.46M	Buy	15,030 +11,202	+293%	+$1.77M	0.03%	281
2026 Q1	$541K	Sell	3,828 -171	-4%	-$25.3K	0.01%	428
2025 Q4	$596K	Sell	3,999 -295	-7%	-$43.6K	0.01%	407
2025 Q3	$625K	Hold	4,294	–	–	0.01%	398
2025 Q2	$581K	Buy	+4,294	New	+$536K	0.01%	401

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

Midwest Trust's ESGU Position: Q2 2026 in Review

Midwest Trust increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 293% in Q2 2026, buying an estimated $1.77M and bringing the position to 15,030 shares worth $2.46M. The position accounts for 0.03% of the portfolio, ranked #281.

Midwest Trust first reported a position in ESGU in Q2 2025 and has held it in 5 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Midwest Trust held 15,030 shares of iShares ESG Aware MSCI USA ETF worth $2.46M as of Q2 2026.
Midwest Trust bought 11,202 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.77M.
iShares ESG Aware MSCI USA ETF made up 0.03% of Midwest Trust's portfolio in Q2 2026, its #281 holding.
Midwest Trust first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2025 and has held it in 5 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.