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National Philanthropic Trust’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

National Philanthropic Trust’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 		$5.11M Buy
31,224
+64
+0.2% +$10.1K 0.07% 101
2026
Q1 		$4.41M Sell
31,160
-839
-3% -$124K 0.05% 106
2025
Q4 		$4.77M Buy
31,999
+295
+0.9% +$43.6K 0.05% 102
2025
Q3 		$4.62M Hold
31,704
– – 0.05% 100
2025
Q2 		$4.29M Hold
31,704
– – 0.06% 97
2025
Q1 		$3.87M Hold
31,704
– – 0.06% 96
2024
Q4 		$4.08M Hold
31,704
– – 0.06% 95
2024
Q3 		$4M Hold
31,704
– – 0.07% 83
2024
Q2 		$3.78M Hold
31,704
– – 0.07% 83
2024
Q1 		$3.64M Hold
31,704
– – 0.08% 87
2023
Q4 		$3.33M Buy
+31,704
New +$3.11M 0.09% 90

Other funds holding ESGU

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

National Philanthropic Trust's ESGU Position: Q2 2026 in Review

National Philanthropic Trust increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.21% in Q2 2026, buying an estimated $10.1K and bringing the position to 31,224 shares worth $5.11M. The position accounts for 0.07% of the portfolio, ranked #101.

National Philanthropic Trust first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. 832 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • National Philanthropic Trust held 31,224 shares of iShares ESG Aware MSCI USA ETF worth $5.11M as of Q2 2026.
  • National Philanthropic Trust bought 64 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $10.1K.
  • iShares ESG Aware MSCI USA ETF made up 0.07% of National Philanthropic Trust's portfolio in Q2 2026, its #101 holding.
  • National Philanthropic Trust first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • 832 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.