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

NewEdge Wealth’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	$853K	Sell	5,214 -291	-5%	-$46K	0.01%	701
2026 Q1	$779K	Buy	5,505 +3,402	+162%	+$503K	0.01%	690
2025 Q4	$313K	Hold	2,103	–	–	﹤0.01%	1006
2025 Q3	$312K	Buy	2,103 +485	+30%	+$67.9K	﹤0.01%	866
2025 Q2	$224K	Buy	+1,618	New	+$202K	﹤0.01%	904
2025 Q1	–	Sell	-1,618	Closed	-$208K	–	952
2024 Q4	$208K	Hold	1,618	–	–	﹤0.01%	876
2024 Q3	$204K	Buy	+1,618	New	+$196K	﹤0.01%	839

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

NewEdge Wealth's ESGU Position: Q2 2026 in Review

NewEdge Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.3% in Q2 2026, selling an estimated $46K and leaving 5,214 shares worth $853K. The position accounts for 0.01% of the portfolio, ranked #701.

NewEdge Wealth first reported a position in ESGU in Q3 2024 and has held it in 7 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

NewEdge Wealth held 5,214 shares of iShares ESG Aware MSCI USA ETF worth $853K as of Q2 2026.
NewEdge Wealth sold 291 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $46K.
iShares ESG Aware MSCI USA ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #701 holding.
NewEdge Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and has held it in 7 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.