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Navigation Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Navigation Group’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 		$831K Sell
5,079
-11
-0.2% -$1.74K 0.16% 65
2026
Q1 		$720K Buy
+5,090
New +$753K 0.17% 65

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

Navigation Group's ESGU Position: Q2 2026 in Review

Navigation Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.22% in Q2 2026, selling an estimated $1.74K and leaving 5,079 shares worth $831K. The position accounts for 0.16% of the portfolio, ranked #65.

Navigation Group first reported a position in ESGU in Q1 2026 and has held it in 2 quarters since. 860 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Navigation Group held 5,079 shares of iShares ESG Aware MSCI USA ETF worth $831K as of Q2 2026.
  • Navigation Group sold 11 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.74K.
  • iShares ESG Aware MSCI USA ETF made up 0.16% of Navigation Group's portfolio in Q2 2026, its #65 holding.
  • Navigation Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2026 and has held it in 2 quarters since.
  • 860 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Navigation Group's 13F filing for Q2 2026, filed 29 Jul 2026.