MJT & Associates Financial Advisory’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

MJT & Associates Financial Advisory’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	$18.2K	Sell	111 -10	-8%	-$1.58K	0.01%	137
2026 Q1	$17.1K	Hold	121	–	–	0.01%	131
2025 Q4	$18K	Hold	121	–	–	0.01%	134
2025 Q3	$17.6K	Hold	121	–	–	0.01%	134
2025 Q2	$16.4K	Hold	121	–	–	0.02%	166
2025 Q1	$14.8K	Buy	+121	New	+$15.6K	0.01%	172

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

MJT & Associates Financial Advisory's ESGU Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 8.3% in Q2 2026, selling an estimated $1.58K and leaving 111 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #137.

MJT & Associates Financial Advisory first reported a position in ESGU in Q1 2025 and has held it in 6 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

MJT & Associates Financial Advisory held 111 shares of iShares ESG Aware MSCI USA ETF worth $18.2K as of Q2 2026.
MJT & Associates Financial Advisory sold 10 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.58K.
iShares ESG Aware MSCI USA ETF made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #137 holding.
MJT & Associates Financial Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.