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

Morling Financial 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 		$2.08M Sell
12,727
-62
-0.5% -$9.8K 0.58% 21
2026
Q1 		$1.81M Buy
12,789
+262
+2% +$38.8K 0.56% 21
2025
Q4 		$1.87M Buy
12,527
+179
+1% +$26.5K 0.59% 20
2025
Q3 		$1.8M Sell
12,348
-52
-0.4% -$7.28K 0.59% 19
2025
Q2 		$1.68M Buy
12,400
+1,610
+15% +$201K 0.55% 21
2025
Q1 		$1.32M Buy
10,790
+421
+4% +$54.2K 0.45% 26
2024
Q4 		$1.34M Buy
10,369
+207
+2% +$26.8K 0.47% 22
2024
Q3 		$1.28M Sell
10,162
-140
-1% -$17K 0.49% 23
2024
Q2 		$1.23M Sell
10,302
-41
-0.4% -$4.71K 0.54% 22
2024
Q1 		$1.19M Sell
10,343
-123
-1% -$13.5K 0.68% 21
2023
Q4 		$1.1M Sell
10,466
-468
-4% -$45.8K 0.89% 18
2023
Q3 		$1.03M Buy
10,934
+374
+4% +$36.6K 1.02% 19
2023
Q2 		$1.03M Buy
10,560
+932
+10% +$86.1K 0.99% 19
2023
Q1 		$871K Buy
9,628
+133
+1% +$11.8K 0.94% 23
2022
Q4 		$805K Sell
9,495
-1,060
-10% -$90.4K 1.03% 24
2022
Q3 		$838K Buy
10,555
+241
+2% +$21.3K 1.14% 19
2022
Q2 		$865K Buy
10,314
+3,298
+47% +$301K 1.13% 22
2022
Q1 		$711K Buy
7,016
+406
+6% +$40.7K 0.9% 22
2021
Q4 		$713K Buy
+6,610
New +$694K 0.68% 20

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

Morling Financial Advisors's ESGU Position: Q2 2026 in Review

Morling Financial Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.48% in Q2 2026, selling an estimated $9.8K and leaving 12,727 shares worth $2.08M. The position accounts for 0.58% of the portfolio, ranked #21.

Morling Financial 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.

  • Morling Financial Advisors held 12,727 shares of iShares ESG Aware MSCI USA ETF worth $2.08M as of Q2 2026.
  • Morling Financial Advisors sold 62 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $9.8K.
  • iShares ESG Aware MSCI USA ETF made up 0.58% of Morling Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Morling Financial 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 Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.