NorthRock Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

NorthRock Partners’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	$10.8M	Sell	65,741 -1,938	-3%	-$306K	0.16%	85
2026 Q1	$9.57M	Sell	67,679 -1,020	-1%	-$151K	0.15%	87
2025 Q4	$10.2M	Buy	+68,699	New	+$10.2M	0.17%	80
2025 Q2	–	Sell	-150	Closed	-$18.3K	–	747
2025 Q1	$18.3K	Sell	150 -248	-62%	-$31.9K	﹤0.01%	749
2024 Q4	$51.3K	Buy	398 +198	+99%	+$25.7K	﹤0.01%	654
2024 Q3	$25.2K	Hold	200	–	–	﹤0.01%	730
2024 Q2	$23.9K	Sell	200 -151	-43%	-$17.3K	﹤0.01%	710
2024 Q1	$40.4K	Sell	351 -3,463	-91%	-$379K	﹤0.01%	674
2023 Q4	$400K	Buy	+3,814	New	+$374K	0.02%	386

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

NorthRock Partners's ESGU Position: Q2 2026 in Review

NorthRock Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.9% in Q2 2026, selling an estimated $306K and leaving 65,741 shares worth $10.8M. The position accounts for 0.16% of the portfolio, ranked #85.

NorthRock Partners first reported a position in ESGU in Q4 2023 and has held it in 9 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

NorthRock Partners held 65,741 shares of iShares ESG Aware MSCI USA ETF worth $10.8M as of Q2 2026.
NorthRock Partners sold 1,938 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $306K.
iShares ESG Aware MSCI USA ETF made up 0.16% of NorthRock Partners's portfolio in Q2 2026, its #85 holding.
NorthRock Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 9 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.