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Novare Capital Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Novare Capital 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 		$402K Hold
2,455
– – 0.03% 163
2026
Q1 		$347K Buy
2,455
+550
+29% +$81.4K 0.03% 156
2025
Q4 		$284K Sell
1,905
-190
-9% -$28.1K 0.02% 169
2025
Q3 		$305K Hold
2,095
– – 0.02% 167
2025
Q2 		$283K Hold
2,095
– – 0.02% 169
2025
Q1 		$255K Hold
2,095
– – 0.02% 171
2024
Q4 		$270K Sell
2,095
-25
-1% -$3.24K 0.02% 168
2024
Q3 		$268K Hold
2,120
– – 0.02% 165
2024
Q2 		$253K Buy
+2,120
New +$243K 0.02% 164

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

Novare Capital Management's ESGU Position: Q2 2026 in Review

Novare Capital Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 2,455 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #163.

Novare Capital Management first reported a position in ESGU in Q2 2024 and has held it in 9 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Novare Capital Management held 2,455 shares of iShares ESG Aware MSCI USA ETF worth $402K as of Q2 2026.
  • Novare Capital Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Novare Capital Management's portfolio in Q2 2026, its #163 holding.
  • Novare Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 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 Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.