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

Mutual 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 		$6.36M Sell
38,855
-633
-2% -$100K 0.12% 169
2026
Q1 		$5.58M Sell
39,488
-128
-0.3% -$18.9K 0.12% 172
2025
Q4 		$5.9M Sell
39,616
-638
-2% -$94.3K 0.13% 166
2025
Q3 		$5.92M Sell
40,254
-2,656
-6% -$372K 0.13% 160
2025
Q2 		$5.97M Sell
42,910
-802
-2% -$100K 0.15% 149
2025
Q1 		$5.25M Sell
43,712
-5,086
-10% -$655K 0.15% 139
2024
Q4 		$6.36M Sell
48,798
-3,461
-7% -$448K 0.18% 104
2024
Q3 		$6.64M Sell
52,259
-1,717
-3% -$208K 0.19% 96
2024
Q2 		$6.46M Buy
53,976
+4,540
+9% +$521K 0.19% 103
2024
Q1 		$5.68M Sell
49,436
-15,456
-24% -$1.69M 0.18% 110
2023
Q4 		$6.81M Sell
64,892
-3,856
-6% -$378K 0.24% 82
2023
Q3 		$6.46M Sell
68,748
-19,083
-22% -$1.87M 0.25% 76
2023
Q2 		$8.56M Sell
87,831
-4,293
-5% -$396K 0.32% 54
2023
Q1 		$8.33M Sell
92,124
-16
-0% -$1.42K 0.34% 52
2022
Q4 		$7.81M Sell
92,140
-24,631
-21% -$2.1M 0.35% 55
2022
Q3 		$9.27M Buy
116,771
+39,643
+51% +$3.51M 0.48% 30
2022
Q2 		$6.47M Buy
77,128
+4,137
+6% +$378K 0.43% 44
2022
Q1 		$7.4M Sell
72,991
-11,448
-14% -$1.15M 0.41% 45
2021
Q4 		$9.11M Sell
84,439
-1,022
-1% -$107K 0.48% 33
2021
Q3 		$8.41M Sell
85,461
-70,278
-45% -$7.12M 0.5% 31
2021
Q2 		$15.3M Buy
155,739
+78,791
+102% +$7.54M 0.91% 10
2021
Q1 		$6.99M Buy
76,948
+13,856
+22% +$1.23M 0.48% 41
2020
Q4 		$5.43M Buy
63,092
+19,241
+44% +$1.56M 0.4% 50
2020
Q3 		$3.34M Buy
43,851
+7,226
+20% +$544K 0.29% 75
2020
Q2 		$2.56M Buy
36,625
+30,396
+488% +$2M 0.25% 91
2020
Q1 		$358K Buy
+6,229
New +$424K 0.05% 369

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

Mutual Advisors's ESGU Position: Q2 2026 in Review

Mutual Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.6% in Q2 2026, selling an estimated $100K and leaving 38,855 shares worth $6.36M. The position accounts for 0.12% of the portfolio, ranked #169.

Mutual Advisors first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. The position peaked at $15.3M in Q2 2021. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Mutual Advisors held 38,855 shares of iShares ESG Aware MSCI USA ETF worth $6.36M as of Q2 2026.
  • Mutual Advisors sold 633 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $100K.
  • iShares ESG Aware MSCI USA ETF made up 0.12% of Mutual Advisors's portfolio in Q2 2026, its #169 holding.
  • Mutual Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • Mutual Advisors's iShares ESG Aware MSCI USA ETF position peaked at $15.3M in Q2 2021.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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