NBT Bank’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

NBT Bank’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	$362K	Sell	2,211 -5,629	-72%	-$890K	0.02%	301
2026 Q1	$1.11M	Buy	7,840 +7,091	+947%	+$1.05M	0.07%	198
2025 Q4	$1.17M	Buy	749 +3	+0.4%	+$444	0.08%	192
2025 Q3	$1.2M	Sell	746 -7,662	-91%	-$1.07M	0.08%	191
2025 Q2	$1.14M	Sell	8,408 -735	-8%	-$91.8K	0.08%	195
2025 Q1	$1.11M	Sell	9,143 -428	-4%	-$55.1K	0.08%	199
2024 Q4	$1.23M	Sell	9,571 -596	-6%	-$77.2K	0.09%	194
2024 Q3	$1.28M	Sell	10,167 -532	-5%	-$64.6K	0.09%	195
2024 Q2	$1.28M	Sell	10,699 -1,351	-11%	-$155K	0.09%	186
2024 Q1	$1.39M	Sell	12,050 -3,143	-21%	-$344K	0.1%	173
2023 Q4	$1.59M	Buy	+15,193	New	+$1.49M	0.12%	166

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

NBT Bank's ESGU Position: Q2 2026 in Review

NBT Bank reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 72% in Q2 2026, selling an estimated $890K and leaving 2,211 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #301.

NBT Bank first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q4 2023. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

NBT Bank held 2,211 shares of iShares ESG Aware MSCI USA ETF worth $362K as of Q2 2026.
NBT Bank sold 5,629 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $890K.
iShares ESG Aware MSCI USA ETF made up 0.02% of NBT Bank's portfolio in Q2 2026, its #301 holding.
NBT Bank first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
NBT Bank's iShares ESG Aware MSCI USA ETF position peaked at $1.59M in Q4 2023.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.