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Mount Yale Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Mount Yale 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 		$837K Buy
5,112
+1,251
+32% +$198K 0.02% 632
2026
Q1 		$546K Buy
+3,861
New +$571K 0.01% 690
2025
Q3 		– Sell
-4,987
Closed -$675K – 949
2025
Q2 		$675K Sell
4,987
-1,534
-24% -$192K 0.05% 279
2025
Q1 		$795K Buy
6,521
+2
+0% +$258 0.07% 236
2024
Q4 		$840K Buy
6,519
+246
+4% +$31.9K 0.07% 238
2024
Q3 		$792K Sell
6,273
-5,363
-46% -$651K 0.08% 241
2024
Q2 		$1.39M Sell
11,636
-844
-7% -$96.9K 0.11% 173
2024
Q1 		$1.43M Sell
12,480
-22,450
-64% -$2.46M 0.11% 171
2023
Q4 		$3.66M Buy
34,930
+717
+2% +$70.2K 0.35% 72
2023
Q3 		$3.21M Sell
34,213
-8,993
-21% -$881K 0.35% 68
2023
Q2 		$4.21M Buy
43,206
+726
+2% +$67K 0.45% 48
2023
Q1 		$3.84M Sell
42,480
-36,339
-46% -$3.21M 0.43% 52
2022
Q4 		$6.68M Sell
78,819
-18,681
-19% -$1.59M 0.76% 23
2022
Q3 		$7.74M Buy
97,500
+8,130
+9% +$720K 1.03% 10
2022
Q2 		$7.5M Sell
89,370
-1,108
-1% -$101K 0.94% 11
2022
Q1 		$9.17M Buy
90,478
+10,159
+13% +$1.02M 1% 9
2021
Q4 		$8.67M Buy
80,319
+792
+1% +$83.1K 0.9% 10
2021
Q3 		$7.83M Buy
79,527
+18,503
+30% +$1.87M 0.9% 13
2021
Q2 		$6.01M Sell
61,024
-755
-1% -$72.2K 0.73% 30
2021
Q1 		$5.61M Sell
61,779
-598
-1% -$53.2K 0.73% 30
2020
Q4 		$5.37M Buy
62,377
+18,773
+43% +$1.52M 0.75% 26
2020
Q3 		$3.32M Buy
43,604
+1,266
+3% +$95.4K 0.47% 52
2020
Q2 		$2.96M Buy
42,338
+23,126
+120% +$1.52M 0.53% 48
2020
Q1 		$1.1M Buy
19,212
+9,350
+95% +$636K 0.25% 104
2019
Q4 		$708K Buy
+9,862
New +$671K 0.12% 148

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

Mount Yale Investment Advisors's ESGU Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 32% in Q2 2026, buying an estimated $198K and bringing the position to 5,112 shares worth $837K. The position accounts for 0.02% of the portfolio, ranked #632.

Mount Yale Investment Advisors first reported a position in ESGU in Q4 2019 and has held it in 25 quarters since. The position peaked at $9.17M in Q1 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Mount Yale Investment Advisors held 5,112 shares of iShares ESG Aware MSCI USA ETF worth $837K as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,251 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $198K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #632 holding.
  • Mount Yale Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and has held it in 25 quarters since.
  • Mount Yale Investment Advisors's iShares ESG Aware MSCI USA ETF position peaked at $9.17M in Q1 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.