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

Moneta Group 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 		$3.21M Sell
19,623
-249
-1% -$39.4K 0.02% 241
2026
Q1 		$2.81M Buy
19,872
+495
+3% +$73.2K 0.02% 231
2025
Q4 		$2.89M Sell
19,377
-51
-0.3% -$7.54K 0.02% 232
2025
Q3 		$2.83M Buy
19,428
+17
+0.1% +$2.38K 0.02% 228
2025
Q2 		$2.63M Sell
19,411
-129
-0.7% -$16.1K 0.03% 199
2025
Q1 		$2.38M Buy
19,540
+4,147
+27% +$534K 0.03% 192
2024
Q4 		$1.98M Buy
15,393
+620
+4% +$80.3K 0.03% 209
2024
Q3 		$1.86M Hold
14,773
– – 0.03% 204
2024
Q2 		$1.76M Buy
14,773
+8,703
+143% +$1,000K 0.03% 200
2024
Q1 		$698K Buy
+6,070
New +$665K 0.01% 320
2023
Q3 		– Sell
-5,750
Closed -$560K – 540
2023
Q2 		$560K Buy
+5,750
New +$531K 0.01% 301

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

Moneta Group Investment Advisors's ESGU Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.3% in Q2 2026, selling an estimated $39.4K and leaving 19,623 shares worth $3.21M. The position accounts for 0.02% of the portfolio, ranked #241.

Moneta Group Investment Advisors first reported a position in ESGU in Q2 2023 and has held it in 11 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Moneta Group Investment Advisors held 19,623 shares of iShares ESG Aware MSCI USA ETF worth $3.21M as of Q2 2026.
  • Moneta Group Investment Advisors sold 249 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $39.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #241 holding.
  • Moneta Group Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and has held it in 11 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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