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

MKT 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 		$1.09M Hold
6,638
– – 0.34% 42
2026
Q1 		$953K Hold
6,638
– – 0.32% 47
2025
Q4 		$997K Hold
6,638
– – 0.34% 45
2025
Q3 		$970K Buy
6,638
+12
+0.2% +$1.68K 0.36% 43
2025
Q2 		$894K Hold
6,626
– – 0.35% 41
2025
Q1 		$728K Sell
6,626
-103
-2% -$13.3K 0.34% 45
2024
Q4 		$886K Hold
6,729
– – 0.39% 38
2024
Q3 		$841K Sell
6,729
-24
-0.4% -$2.91K 0.39% 41
2024
Q2 		$823K Sell
6,753
-67
-1% -$7.7K 0.41% 37
2024
Q1 		$771K Sell
6,820
-1,414
-17% -$155K 0.42% 39
2023
Q4 		$848K Hold
8,234
– – 0.56% 34
2023
Q3 		$772K Sell
8,234
-320
-4% -$31.3K 0.59% 34
2023
Q2 		$861K Sell
8,554
-517
-6% -$47.7K 0.61% 30
2023
Q1 		$814K Sell
9,071
-2,232
-20% -$197K 0.61% 35
2022
Q4 		$991K Buy
11,303
+3,462
+44% +$295K 0.75% 25
2022
Q3 		$623K Sell
7,841
-295
-4% -$26.1K 0.54% 42
2022
Q2 		$697K Sell
8,136
-861
-10% -$78.7K 0.54% 39
2022
Q1 		$797K Buy
8,997
+1,642
+22% +$164K 0.6% 35
2021
Q4 		$717K Buy
+7,355
New +$772K 0.56% 33

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

MKT Advisors's ESGU Position: Q2 2026 in Review

MKT Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 6,638 shares worth $1.09M. The position accounts for 0.34% of the portfolio, ranked #42.

MKT Advisors first reported a position in ESGU in Q4 2021 and has held it in 19 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • MKT Advisors held 6,638 shares of iShares ESG Aware MSCI USA ETF worth $1.09M as of Q2 2026.
  • MKT Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.34% of MKT Advisors's portfolio in Q2 2026, its #42 holding.
  • MKT Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.