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ESGU icon

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

NewEdge 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 		$20.8M Buy
127,139
+22,684
+22% +$3.59M 0.06% 294
2026
Q1 		$14.8M Sell
104,455
-12,521
-11% -$1.85M 0.05% 341
2025
Q4 		$17.4M Sell
116,976
-6,296
-5% -$931K 0.06% 280
2025
Q3 		$17.9M Buy
123,272
+906
+0.7% +$127K 0.08% 242
2025
Q2 		$16.6M Buy
122,366
+2,638
+2% +$329K 0.09% 241
2025
Q1 		$14.6M Sell
119,728
-33,046
-22% -$4.26M 0.09% 237
2024
Q4 		$19.7M Buy
152,774
+38,476
+34% +$4.98M 0.12% 173
2024
Q3 		$14.4M Sell
114,298
-895
-0.8% -$109K 0.09% 222
2024
Q2 		$13.7M Sell
115,193
-8,315
-7% -$955K 0.1% 203
2024
Q1 		$14.2M Sell
123,508
-225,718
-65% -$24.7M 0.12% 172
2023
Q4 		$36.8M Buy
349,226
+17,606
+5% +$1.72M 0.35% 69
2023
Q3 		$31.1M Sell
331,620
-106,985
-24% -$10.5M 0.34% 75
2023
Q2 		$42.7M Sell
438,605
-32,798
-7% -$3.03M 0.48% 45
2023
Q1 		$42.6M Sell
471,403
-450,548
-49% -$39.8M 0.53% 38
2022
Q4 		$15.5M Sell
921,951
-64,480
-7% -$5.5M 0.42% 50
2022
Q3 		$78.3M Buy
986,431
+24,834
+3% +$2.2M 1.29% 6
2022
Q2 		$80.7M Buy
961,597
+22,250
+2% +$2.03M 1.34% 7
2022
Q1 		$95.2M Buy
939,347
+95,090
+11% +$9.52M 1.53% 6
2021
Q4 		$91.1M Buy
844,257
+133,938
+19% +$14.1M 1.37% 7
2021
Q3 		$69.9M Buy
710,319
+131,955
+23% +$13.4M 1.73% 5
2021
Q2 		$57M Buy
578,364
+11,082
+2% +$1.06M 1.52% 6
2021
Q1 		$51.5M Buy
567,282
+47,056
+9% +$4.18M 1.54% 6
2020
Q4 		$44.8M Buy
520,226
+154,447
+42% +$12.5M 1.47% 6
2020
Q3 		$27.9M Buy
365,779
+77,675
+27% +$5.85M 0.97% 15
2020
Q2 		$20.2M Buy
288,104
+153,153
+113% +$10.1M 0.79% 30
2020
Q1 		$7.76M Buy
+134,951
New +$9.18M 0.37% 74

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

NewEdge Advisors's ESGU Position: Q2 2026 in Review

NewEdge Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 22% in Q2 2026, buying an estimated $3.59M and bringing the position to 127,139 shares worth $20.8M. The position accounts for 0.06% of the portfolio, ranked #294.

NewEdge Advisors first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. The position peaked at $95.2M in Q1 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • NewEdge Advisors held 127,139 shares of iShares ESG Aware MSCI USA ETF worth $20.8M as of Q2 2026.
  • NewEdge Advisors bought 22,684 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $3.59M.
  • iShares ESG Aware MSCI USA ETF made up 0.06% of NewEdge Advisors's portfolio in Q2 2026, its #294 holding.
  • NewEdge Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • NewEdge Advisors's iShares ESG Aware MSCI USA ETF position peaked at $95.2M in Q1 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.