MWM
ESGU icon

Modera Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Modera Wealth Management’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 		$9.43M Buy
57,618
+1,102
+2% +$174K 0.1% 141
2026
Q1 		$7.99M Sell
56,516
-674
-1% -$99.7K 0.1% 140
2025
Q4 		$8.52M Buy
57,190
+167
+0.3% +$24.7K 0.1% 140
2025
Q3 		$8.3M Buy
57,023
+225
+0.4% +$31.5K 0.1% 142
2025
Q2 		$7.68M Buy
56,798
+2,094
+4% +$261K 0.1% 145
2025
Q1 		$6.67M Sell
54,704
-821
-1% -$106K 0.09% 150
2024
Q4 		$7.15M Sell
55,525
-760
-1% -$98.5K 0.09% 145
2024
Q3 		$7.1M Sell
56,285
-1,871
-3% -$227K 0.09% 135
2024
Q2 		$6.94M Sell
58,156
-4,656
-7% -$535K 0.1% 131
2024
Q1 		$7.22M Sell
62,812
-1,773
-3% -$194K 0.11% 128
2023
Q4 		$6.78M Buy
64,585
+1,120
+2% +$110K 0.11% 126
2023
Q3 		$5.96M Sell
63,465
-1,058
-2% -$104K 0.11% 129
2023
Q2 		$6.29M Buy
64,523
+61,523
+2,051% +$5.68M 0.11% 131
2023
Q1 		$271K Hold
3,000
– – 0.01% 299
2022
Q4 		$254K Buy
+3,000
New +$256K 0.01% 304
2022
Q3 		– Sell
-3,175
Closed -$266K – 324
2022
Q2 		$266K Buy
+3,175
New +$290K 0.01% 274

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

Modera Wealth Management's ESGU Position: Q2 2026 in Review

Modera Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.9% in Q2 2026, buying an estimated $174K and bringing the position to 57,618 shares worth $9.43M. The position accounts for 0.1% of the portfolio, ranked #141.

Modera Wealth Management first reported a position in ESGU in Q2 2022 and has held it in 16 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Modera Wealth Management held 57,618 shares of iShares ESG Aware MSCI USA ETF worth $9.43M as of Q2 2026.
  • Modera Wealth Management bought 1,102 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $174K.
  • iShares ESG Aware MSCI USA ETF made up 0.1% of Modera Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Modera Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 16 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.