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

Napier Financial’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	$566K	Hold	3,460	–	–	0.12%	66
2026 Q1	$489K	Buy	+3,460	New	+$512K	0.11%	65

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Napier Financial's ESGU Position: Q2 2026 in Review

Napier Financial held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 3,460 shares worth $566K. The position accounts for 0.12% of the portfolio, ranked #66.

Napier Financial first reported a position in ESGU in Q1 2026 and has held it in 2 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Napier Financial held 3,460 shares of iShares ESG Aware MSCI USA ETF worth $566K as of Q2 2026.
Napier Financial left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.12% of Napier Financial's portfolio in Q2 2026, its #66 holding.
Napier Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2026 and has held it in 2 quarters since.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Napier Financial's 13F filing for Q2 2026, filed 31 Jul 2026.