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Milestone Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Milestone Investment Advisors’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 		$425K Buy
2,597
+1
+0% +$158 0.09% 72
2026
Q1 		$367K Buy
2,596
+1
+0% +$148 0.09% 72
2025
Q4 		$387K Sell
2,595
-15
-0.6% -$2.22K 0.09% 69
2025
Q3 		$380K Buy
2,610
+1
+0% +$140 0.09% 67
2025
Q2 		$353K Sell
2,609
-272
-9% -$34K 0.09% 68
2025
Q1 		$351K Buy
2,881
+2
+0.1% +$258 0.1% 67
2024
Q4 		$371K Buy
2,879
+2
+0.1% +$259 0.1% 66
2024
Q3 		$363K Buy
2,877
+2
+0.1% +$243 0.1% 67
2024
Q2 		$343K Buy
2,875
+30
+1% +$3.45K 0.09% 65
2024
Q1 		$327K Buy
2,845
+451
+19% +$49.4K 0.09% 62
2023
Q4 		$251K Hold
2,394
– – 0.07% 66
2023
Q3 		$225K Hold
2,394
– – 0.06% 97
2023
Q2 		$233K Sell
2,394
-100
-4% -$9.23K 0.07% 65
2023
Q1 		$226K Hold
2,494
– – 0.07% 97
2022
Q4 		$211K Buy
+2,494
New +$213K 0.07% 64

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

Milestone Investment Advisors's ESGU Position: Q2 2026 in Review

Milestone Investment Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.04% in Q2 2026, buying an estimated $158 and bringing the position to 2,597 shares worth $425K. The position accounts for 0.09% of the portfolio, ranked #72.

Milestone Investment Advisors first reported a position in ESGU in Q4 2022 and has held it in 15 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Milestone Investment Advisors held 2,597 shares of iShares ESG Aware MSCI USA ETF worth $425K as of Q2 2026.
  • Milestone Investment Advisors bought 1 iShares ESG Aware MSCI USA ETF share in Q2 2026, an estimated $158.
  • iShares ESG Aware MSCI USA ETF made up 0.09% of Milestone Investment Advisors's portfolio in Q2 2026, its #72 holding.
  • Milestone Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.