Morgan Stanley
ESGU icon

Morgan Stanley’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Morgan Stanley’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
Q1 		$252M Sell
1,782,800
-831,853
-32% -$123M 0.02% 828
2025
Q4 		$390M Sell
2,614,653
-678,816
-21% -$100M 0.02% 625
2025
Q3 		$480M Buy
3,293,469
+1,077,891
+49% +$151M 0.03% 536
2025
Q2 		$300M Buy
2,215,578
+207,346
+10% +$25.9M 0.02% 679
2025
Q1 		$245M Sell
2,008,232
-454,387
-18% -$58.5M 0.02% 741
2024
Q4 		$317M Buy
2,462,619
+284,513
+13% +$36.9M 0.02% 639
2024
Q3 		$275M Sell
2,178,106
-1,046,706
-32% -$127M 0.02% 686
2024
Q2 		$385M Buy
3,224,812
+487,133
+18% +$55.9M 0.03% 539
2024
Q1 		$315M Sell
2,737,679
-3,630,123
-57% -$398M 0.03% 608
2023
Q4 		$668M Buy
6,367,802
+3,554,559
+126% +$348M 0.03% 561
2023
Q3 		$264M Sell
2,813,243
-1,000,202
-26% -$98M 0.03% 601
2023
Q2 		$372M Sell
3,813,445
-95,777
-2% -$8.84M 0.04% 470
2023
Q1 		$354M Sell
3,909,222
-2,860,848
-42% -$253M 0.04% 478
2022
Q4 		$574M Sell
6,770,070
-1,795,492
-21% -$153M 0.07% 307
2022
Q3 		$680M Sell
8,565,562
-179,628
-2% -$15.9M 0.09% 210
2022
Q2 		$734M Sell
8,745,190
-296,853
-3% -$27.1M 0.1% 206
2022
Q1 		$916M Buy
9,042,043
+530,350
+6% +$53.1M 0.12% 174
2021
Q4 		$918M Buy
8,511,693
+229,444
+3% +$24.1M 0.11% 184
2021
Q3 		$815M Buy
8,282,249
+1,330,294
+19% +$135M 0.11% 185
2021
Q2 		$685M Buy
6,951,955
+749,776
+12% +$71.7M 0.09% 207
2021
Q1 		$564M Buy
6,202,179
+772,712
+14% +$68.7M 0.08% 220
2020
Q4 		$467M Buy
5,429,467
+3,634,642
+203% +$295M 0.07% 241
2020
Q3 		$137M Buy
1,794,825
+212,382
+13% +$16M 0.03% 492
2020
Q2 		$111M Buy
1,582,443
+860,857
+119% +$56.7M 0.02% 509
2020
Q1 		$41.5M Buy
721,586
+708,274
+5,321% +$48.2M 0.01% 820
2019
Q4 		$949K Buy
13,312
+8,216
+161% +$559K ﹤0.01% 4570
2019
Q3 		$333K Buy
5,096
+4,884
+2,304% +$318K ﹤0.01% 4877
2019
Q2 		$14K Buy
+212
New +$13.4K ﹤0.01% 6041

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley's ESGU Position: Q1 2026 in Review

Morgan Stanley reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 32% in Q1 2026, selling an estimated $123M and leaving 1,782,800 shares worth $252M. The position accounts for 0.02% of the portfolio, ranked #828.

Morgan Stanley first reported a position in ESGU in Q2 2019 and has held it in 28 quarters since. The position peaked at $918M in Q4 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Morgan Stanley held 1,782,800 shares of iShares ESG Aware MSCI USA ETF worth $252M as of Q1 2026.
  • Morgan Stanley sold 831,853 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $123M.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Morgan Stanley's portfolio in Q1 2026, its #828 holding.
  • Morgan Stanley first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2019 and has held it in 28 quarters since.
  • Morgan Stanley's iShares ESG Aware MSCI USA ETF position peaked at $918M in Q4 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.