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North Star Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

North Star Asset 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 		$298K Sell
1,819
-20
-1% -$3.16K 0.01% 306
2026
Q1 		$260K Sell
1,839
-20
-1% -$2.96K 0.01% 315
2025
Q4 		$277K Sell
1,859
-75
-4% -$11.1K 0.01% 294
2025
Q3 		$282K Sell
1,934
-31
-2% -$4.34K 0.01% 292
2025
Q2 		$266K Hold
1,965
– – 0.01% 291
2025
Q1 		$240K Sell
1,965
-30
-2% -$3.86K 0.01% 277
2024
Q4 		$257K Hold
1,995
– – 0.01% 279
2024
Q3 		$252K Sell
1,995
-25
-1% -$3.04K 0.01% 281
2024
Q2 		$241K Hold
2,020
– – 0.01% 273
2024
Q1 		$232K Sell
2,020
-40
-2% -$4.38K 0.01% 283
2023
Q4 		$216K Buy
+2,060
New +$202K 0.01% 282
2023
Q3 		– Sell
-2,135
Closed -$208K – 300
2023
Q2 		$208K Sell
2,135
-135
-6% -$12.5K 0.01% 277
2023
Q1 		$205K Buy
+2,270
New +$201K 0.01% 283
2022
Q2 		– Sell
-2,355
Closed -$239K – 300
2022
Q1 		$239K Hold
2,355
– – 0.01% 275
2021
Q4 		$254K Sell
2,355
-135
-5% -$14.2K 0.01% 275
2021
Q3 		$245K Sell
2,490
-100
-4% -$10.1K 0.01% 275
2021
Q2 		$255K Sell
2,590
-155
-6% -$14.8K 0.01% 273
2021
Q1 		$249K Hold
2,745
– – 0.01% 254
2020
Q4 		$236K Hold
2,745
– – 0.01% 252
2020
Q3 		$209K Buy
+2,745
New +$207K 0.02% 235
2020
Q1 		– Sell
-2,895
Closed -$206K – 258
2019
Q4 		$206K Buy
+2,895
New +$197K 0.01% 274

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

North Star Asset Management's ESGU Position: Q2 2026 in Review

North Star Asset Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.1% in Q2 2026, selling an estimated $3.16K and leaving 1,819 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #306.

North Star Asset Management first reported a position in ESGU in Q4 2019 and has held it in 21 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • North Star Asset Management held 1,819 shares of iShares ESG Aware MSCI USA ETF worth $298K as of Q2 2026.
  • North Star Asset Management sold 20 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $3.16K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of North Star Asset Management's portfolio in Q2 2026, its #306 holding.
  • North Star Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and has held it in 21 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on North Star Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.