MML Investors Services
ESGU icon

MML Investors Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

MML Investors Services’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 		$30.1M Buy
183,780
+22,374
+14% +$3.54M 0.06% 306
2026
Q1 		$22.8M Sell
161,406
-21,105
-12% -$3.12M 0.06% 297
2025
Q4 		$27.2M Buy
182,511
+43
+0% +$6.36K 0.07% 280
2025
Q3 		$26.6M Buy
182,468
+2,687
+1% +$376K 0.07% 272
2025
Q2 		$24.3M Sell
179,781
-17,115
-9% -$2.14M 0.07% 275
2025
Q1 		$24M Sell
196,896
-128,456
-39% -$16.5M 0.08% 251
2024
Q4 		$41.9M Buy
325,352
+9,668
+3% +$1.25M 0.14% 148
2024
Q3 		$39.8M Buy
315,684
+2,380
+0.8% +$289K 0.15% 156
2024
Q2 		$37.4M Sell
313,304
-187,389
-37% -$21.5M 0.15% 146
2024
Q1 		$57.6M Sell
500,693
-640,627
-56% -$70.2M 0.24% 87
2023
Q4 		$120M Buy
1,141,320
+44,388
+4% +$4.35M 0.55% 25
2023
Q3 		$103M Sell
1,096,932
-356,855
-25% -$34.9M 0.57% 27
2023
Q2 		$142M Sell
1,453,787
-204,654
-12% -$18.9M 0.78% 19
2023
Q1 		$150M Sell
1,658,441
-1,817,930
-52% -$161M 1.06% 11
2022
Q4 		$295M Sell
3,476,371
-288,625
-8% -$24.6M 1.93% 2
2022
Q3 		$299M Buy
3,764,996
+121,580
+3% +$10.8M 2.27% 2
2022
Q2 		$306M Buy
3,643,416
+165,065
+5% +$15.1M 2.32% 2
2022
Q1 		$353M Buy
3,478,351
+333,734
+11% +$33.4M 2.49% 2
2021
Q4 		$339M Buy
3,144,617
+319,481
+11% +$33.5M 2.44% 2
2021
Q3 		$278M Buy
2,825,136
+439,808
+18% +$44.6M 2.21% 2
2021
Q2 		$235M Buy
2,385,328
+170,469
+8% +$16.3M 1.97% 2
2021
Q1 		$201M Buy
2,214,859
+187,895
+9% +$16.7M 1.92% 3
2020
Q4 		$174M Buy
2,026,964
+584,619
+41% +$47.5M 1.86% 4
2020
Q3 		$110M Buy
1,442,345
+120,012
+9% +$9.04M 1.38% 9
2020
Q2 		$92.5M Buy
1,322,333
+711,878
+117% +$46.9M 1.24% 9
2020
Q1 		$35.1M Buy
610,455
+568,404
+1,352% +$38.7M 0.6% 31
2019
Q4 		$3M Buy
42,051
+6,002
+17% +$409K 0.04% 376
2019
Q3 		$2.36M Buy
36,049
+3,018
+9% +$196K 0.04% 396
2019
Q2 		$2.13M Buy
33,031
+12,502
+61% +$793K 0.03% 477
2019
Q1 		$1.28M Buy
20,529
+13,759
+203% +$821K 0.02% 613
2018
Q4 		$372K Buy
+6,770
New +$400K 0.01% 1056

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

MML Investors Services's ESGU Position: Q2 2026 in Review

MML Investors Services increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 14% in Q2 2026, buying an estimated $3.54M and bringing the position to 183,780 shares worth $30.1M. The position accounts for 0.06% of the portfolio, ranked #306.

MML Investors Services first reported a position in ESGU in Q4 2018 and has held it in 31 quarters since. The position peaked at $353M in Q1 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • MML Investors Services held 183,780 shares of iShares ESG Aware MSCI USA ETF worth $30.1M as of Q2 2026.
  • MML Investors Services bought 22,374 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $3.54M.
  • iShares ESG Aware MSCI USA ETF made up 0.06% of MML Investors Services's portfolio in Q2 2026, its #306 holding.
  • MML Investors Services first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2018 and has held it in 31 quarters since.
  • MML Investors Services's iShares ESG Aware MSCI USA ETF position peaked at $353M in Q1 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.