North Berkeley Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

North Berkeley Wealth Management’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	$629K	Hold	3,845	–	–	0.25%	47
2026 Q1	$544K	Hold	3,845	–	–	0.29%	47
2025 Q4	$573K	Hold	3,845	–	–	0.34%	43
2025 Q3	$560K	Hold	3,845	–	–	0.44%	34
2025 Q2	$520K	Buy	+3,845	New	+$480K	0.48%	34

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

North Berkeley Wealth Management's ESGU Position: Q2 2026 in Review

North Berkeley Wealth Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 3,845 shares worth $629K. The position accounts for 0.25% of the portfolio, ranked #47.

North Berkeley Wealth Management first reported a position in ESGU in Q2 2025 and has held it in 5 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

North Berkeley Wealth Management held 3,845 shares of iShares ESG Aware MSCI USA ETF worth $629K as of Q2 2026.
North Berkeley Wealth Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.25% of North Berkeley Wealth Management's portfolio in Q2 2026, its #47 holding.
North Berkeley Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2025 and has held it in 5 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.